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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

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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
2025-06-30	$9.6M	61k	157.76
2025-03-31	$5.9M	39k	151.40
2024-12-31	$5.9M	36k	164.18
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

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