iShares Dow Jones US Financial shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares Dow Jones US Financial
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Financial 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 Dow Jones US Financial by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.8M | 15k | 121.00 |
| 2025-03-31 | $1.7M | 15k | 113.42 |
| 2024-12-31 | $342k | 3.1k | 110.60 |
| 2024-09-30 | $319k | 3.1k | 103.90 |
| 2024-03-31 | $291k | 3.0k | 95.65 |
| 2023-12-31 | $215k | 2.5k | 85.41 |
| 2022-09-30 | $231k | 3.4k | 67.27 |
| 2022-06-30 | $251k | 3.6k | 70.03 |
| 2022-03-31 | $303k | 3.6k | 84.54 |
| 2021-12-31 | $310k | 3.6k | 86.50 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /
Top funds holding iShares Dow Jones US Financial
View all funds holding iShares Dow Jones US Financial