Congress Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
Other funds holding OEF
CAM
Congress Wealth Management's OEF Position: Q2 2025 in Review
Congress Wealth Management increased its iShares S&P 100 ETF (OEF) stake by 72% in Q2 2025, buying an estimated $183K and bringing the position to 1,566 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #941.
Congress Wealth Management first reported a position in OEF in Q1 2025 and has held it in 2 quarters since. 942 funds tracked by Wall St. Rank hold OEF as of Q2 2025.
- Congress Wealth Management held 1,566 shares of iShares S&P 100 ETF worth $477K as of Q2 2025.
- Congress Wealth Management bought 655 iShares S&P 100 ETF shares in Q2 2025, an estimated $183K.
- iShares S&P 100 ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #941 holding.
- Congress Wealth Management first reported a position in iShares S&P 100 ETF in Q1 2025 and has held it in 2 quarters since.
- 942 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.