iShares Dow Jones US Technology shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) 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 Technology
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All positions including iShares Dow Jones US Technology held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Dow Jones US Technology by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $49M | 325k | 151.62 |
| 2024-03-31 | $45M | 337k | 135.06 |
| 2023-12-31 | $43M | 351k | 122.75 |
| 2023-09-30 | $36M | 347k | 104.92 |
| 2023-06-30 | $38M | 348k | 108.87 |
| 2023-03-31 | $33M | 360k | 92.81 |
| 2022-12-31 | $28M | 370k | 74.49 |
| 2022-09-30 | $27M | 374k | 73.37 |
| 2022-06-30 | $30M | 377k | 79.95 |
| 2022-03-31 | $39M | 378k | 103.04 |
| 2021-12-31 | $48M | 417k | 114.82 |
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