Congress Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Congress Asset Management’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$641K	Hold
2025 Q2	$572K	Buy
2023 Q1	–	Sell
2022 Q4	$1.03M	Buy
2021 Q1	–	Sell
2020 Q4	$366K	Buy
2019 Q1	–	Sell
2018 Q4	$2.12M	Buy