Ishares Tr rusel 2500 etf shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr rusel 2500 etf
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Quarterly reported holdings in Ishares Tr rusel 2500 etf by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.9M | 47k | 61.57 |
| 2023-09-30 | $233k | 4.3k | 54.52 |
| 2023-06-30 | $220k | 3.8k | 57.48 |
| 2023-03-31 | $583k | 11k | 54.82 |
| 2022-12-31 | $1.1M | 21k | 53.14 |
| 2022-09-30 | $2.7M | 55k | 49.76 |
| 2022-06-30 | $2.8M | 55k | 51.63 |
| 2022-03-31 | $2.4M | 38k | 62.37 |
| 2021-12-31 | $1.7M | 25k | 66.37 |
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