iShares S&P MidCap 400 Index shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $60M | 969k | 62.02 |
| 2025-03-31 | $47M | 801k | 58.37 |
| 2024-12-31 | $49M | 785k | 62.31 |
| 2024-09-30 | $49M | 778k | 62.32 |
| 2024-03-31 | $9.3M | 154k | 60.74 |
| 2023-12-31 | $6.0M | 22k | 277.17 |
| 2023-09-30 | $4.5M | 18k | 249.37 |
| 2023-06-30 | $4.3M | 16k | 261.51 |
| 2023-03-31 | $4.9M | 20k | 250.18 |
| 2022-12-31 | $5.8M | 24k | 241.91 |
| 2022-09-30 | $4.9M | 23k | 219.25 |
| 2022-06-30 | $4.8M | 21k | 226.18 |
| 2022-03-31 | $6.0M | 22k | 268.32 |
| 2021-12-31 | $7.7M | 27k | 283.04 |
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