iShares Dow Jones Transport. Avg. shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares Dow Jones Transport. Avg. (IYT) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares Dow Jones Transport. Avg.
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Quarterly reported holdings in iShares Dow Jones Transport. Avg. by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $951k | 14k | 68.55 |
| 2025-03-31 | $889k | 14k | 64.23 |
| 2024-12-31 | $801k | 12k | 67.57 |
| 2024-09-30 | $809k | 12k | 68.91 |
| 2024-03-31 | $742k | 11k | 70.40 |
| 2023-12-31 | $688k | 2.6k | 262.49 |
| 2023-09-30 | $608k | 2.6k | 233.80 |
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