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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
2024-03-31	$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 /

Goldman Sachs (GS)

Select Sector Spdr Tr Technology (XLK)

Janus Detroit Str Tr Henderson Mtg (JMBS)

Select Sector Spdr Tr Financial (XLF)

Spdr Ser Tr Portfolio Ln Tsr (SPTL)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Spdr Ser Tr Portfli Intrmdit (SPTI)

Global X Fds Us Infr Dev Etf (PAVE)

Select Sector Spdr Tr Communication (XLC)

Apple (AAPL)

Spdr Ser Tr Portfolio S&p600 (SPSM)

NVIDIA Corporation (NVDA)

Microsoft Corporation (MSFT)

Select Sector Spdr Tr Energy (XLE)

World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

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