iShares Russell 1000 Value Index shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value 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 Russell 1000 Value Index by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 86k | 189.80 |
| 2024-03-31 | $34M | 189k | 179.11 |
| 2023-12-31 | $30M | 184k | 165.25 |
| 2023-09-30 | $27M | 178k | 151.82 |
| 2023-06-30 | $958k | 6.1k | 157.83 |
| 2023-03-31 | $1.0M | 6.7k | 152.26 |
| 2022-12-31 | $2.7M | 18k | 151.65 |
| 2022-09-30 | $984k | 7.2k | 135.91 |
| 2022-06-30 | $1.0M | 7.2k | 144.89 |
| 2022-03-31 | $1.2M | 7.2k | 166.02 |
| 2021-12-31 | $2.1M | 13k | 167.84 |
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