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Congress Wealth Management LLC / DE / »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth 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 Growth Index by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$5.2M	18k	284.02
2024-03-31	$9.1M	34k	270.81
2023-12-31	$19M	76k	252.22
2023-09-30	$7.8M	35k	224.15
2022-12-31	$9.4M	44k	214.52
2022-09-30	$339k	1.6k	206.58
2022-03-31	$728k	2.8k	255.80
2021-12-31	$9.5M	32k	293.03

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