Congress Wealth Management LLC / DE / »

iShares Dow Jones US Consumer Goods shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Goods (IYK) 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 Consumer Goods

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Goods held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Consumer Goods by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.1M 73k 70.48
2025-03-31 $5.2M 72k 71.57
2022-12-31 $371k 1.8k 202.78

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding iShares Dow Jones US Consumer Goods

Green Harvest Asset Management
LPL Financial
Morgan Stanley
Ameriprise Financial
Northwestern Mutual Wealth Management Company
UBS Group
Steward Partners Investment Advisory
Cambridge Investment Research Advisors
Royal Bank of Canada
Goldman Sachs Group
Commonwealth Equity Services
Bnp Paribas Arbitrage, Snc
Wells Fargo & Company
Cetera Investment Advisers
Advisor Group Holdings

View all funds holding iShares Dow Jones US Consumer Goods