iShares Dow Jones US Industrial shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares Dow Jones US Industrial (IYJ) 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 Industrial
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Quarterly reported holdings in iShares Dow Jones US Industrial by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $827k | 5.8k | 142.33 |
| 2025-03-31 | $720k | 5.5k | 130.18 |
| 2024-12-31 | $724k | 5.4k | 133.52 |
| 2024-09-30 | $725k | 5.4k | 133.67 |
| 2024-03-31 | $1.2M | 9.4k | 125.71 |
| 2023-12-31 | $1.1M | 9.7k | 114.36 |
| 2023-09-30 | $982k | 9.7k | 100.89 |
| 2023-06-30 | $913k | 8.6k | 106.04 |
| 2023-03-31 | $888k | 8.9k | 100.16 |
| 2022-12-31 | $909k | 9.4k | 96.46 |
| 2022-09-30 | $827k | 9.9k | 83.78 |
| 2022-06-30 | $880k | 10k | 88.04 |
| 2022-03-31 | $1.1M | 11k | 105.37 |
| 2021-12-31 | $1.3M | 11k | 112.76 |
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