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Congress Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Congress Asset Management’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,180
Closed -$281K – 392
2024
Q4 		$281K Buy
+3,180
New +$281K ﹤0.01% 365