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Congress Wealth Management LLC / DE / »

iShares S&P SmallCap 600 Index shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$46M	391k	116.96
2024-03-31	$13M	119k	110.52
2023-12-31	$11M	98k	108.25
2023-09-30	$7.1M	75k	94.33
2023-06-30	$7.2M	72k	99.65
2023-03-31	$7.7M	80k	96.70
2022-12-31	$7.9M	84k	94.64
2022-09-30	$7.2M	83k	87.20
2022-06-30	$7.4M	81k	92.40
2022-03-31	$9.0M	83k	107.89
2021-12-31	$11M	100k	114.50

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)

Apple (AAPL)

Janus Detroit Str Tr Henderson Mtg (JMBS)

Microsoft Corporation (MSFT)

Select Sector Spdr Tr Financial (XLF)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

NVIDIA Corporation (NVDA)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Select Sector Spdr Tr Communication (XLC)

Spdr Ser Tr Portfli Intrmdit (SPTI)

American Centy Etf Tr Avantis Emgmkt (AVEM)

Spdr Ser Tr Portfolio S&p600 (SPSM)

Coca-Cola Company (KO)

Meta Platforms Cl A (META)

Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

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