iShares Dow Jones US Healthcare shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) 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 Healthcare
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Quarterly reported holdings in iShares Dow Jones US Healthcare by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 46k | 65.00 |
| 2024-03-31 | $3.8M | 61k | 61.90 |
| 2023-12-31 | $3.5M | 12k | 286.24 |
| 2023-09-30 | $3.2M | 12k | 270.07 |
| 2023-06-30 | $4.2M | 15k | 280.25 |
| 2023-03-31 | $3.1M | 12k | 273.06 |
| 2022-09-30 | $4.2M | 17k | 253.00 |
| 2022-06-30 | $2.3M | 8.5k | 269.01 |
| 2022-03-31 | $2.3M | 7.8k | 288.75 |
| 2021-12-31 | $2.0M | 6.8k | 300.44 |
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