iShares S&P 500 Index shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 500 Index by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $25M | 42k | 588.70 |
| 2024-09-30 | $12M | 21k | 576.89 |
| 2024-03-31 | $10M | 19k | 525.77 |
| 2023-12-31 | $16M | 33k | 477.64 |
| 2023-09-30 | $9.2M | 22k | 429.45 |
| 2023-06-30 | $7.3M | 16k | 445.74 |
| 2023-03-31 | $6.8M | 17k | 411.13 |
| 2022-12-31 | $11M | 28k | 384.23 |
| 2022-09-30 | $18M | 49k | 358.65 |
| 2022-06-30 | $19M | 50k | 379.17 |
| 2022-03-31 | $23M | 51k | 453.68 |
| 2021-12-31 | $40M | 84k | 477.00 |
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