iShares FTSE NAREIT Real Est 50 Ind shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares FTSE NAREIT Real Est 50 Ind
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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.1M | 72k | 56.56 |
| 2025-03-31 | $4.5M | 79k | 57.60 |
| 2024-12-31 | $4.5M | 79k | 57.31 |
| 2024-09-30 | $4.7M | 76k | 61.57 |
| 2024-03-31 | $4.7M | 88k | 53.80 |
| 2023-12-31 | $4.9M | 91k | 54.29 |
| 2023-09-30 | $5.0M | 105k | 47.18 |
| 2023-06-30 | $5.6M | 109k | 51.41 |
| 2023-03-31 | $5.7M | 112k | 50.40 |
| 2022-12-31 | $5.8M | 118k | 49.45 |
| 2022-09-30 | $7.1M | 150k | 47.50 |
| 2022-06-30 | $8.2M | 154k | 53.40 |
| 2022-03-31 | $10M | 158k | 64.65 |
| 2021-12-31 | $11M | 163k | 67.58 |
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