Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Congress Wealth Management LLC / DE / »

iShares Russell 2000 Value Index shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Russell 2000 Value Index by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$6.2M	37k	166.82
2024-03-31	$12M	76k	158.81
2023-12-31	$12M	76k	155.33
2023-09-30	$10M	75k	135.55

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 /

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation

Morgan Stanley

Tiaa Trust, National Association

Jones Financial Companies, L.L

Envestnet Asset Management

Alaska Permanent Fund Corp

Starboard Value

Pnc Financial Services

Commonwealth Equity Services

Wells Fargo & Company

Us Bancorp

View all funds holding iShares Russell 2000 Value Index

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z