ISHARES TR

Ticker: SMMD CUSIP: 46435G268 Class: RUSEL 2500 ETF

CONGRESS ASSET MANAGEMENT CO /MA's Holding History (CIK: 0000897378)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 240,169 Value ($000) $17,998 Avg Close — Range —
Q3 2025
Shares 113,291 Value ($000) $8,353 Avg Close — Range —
Q2 2025
Shares 57,687 Value ($000) $3,910 Avg Close — Range —
Q1 2025
Shares 177,071 Value ($000) $11,074 Avg Close — Range —
Q4 2024
Shares 96,385 Value ($000) $6,554 Avg Close — Range —
Q3 2024
Shares 35,363 Value ($000) $2,395 Avg Close — Range —
Q2 2024
Shares 50,270 Value ($000) $3,147 Avg Close — Range —
Q1 2024
Shares 36,150 Value ($000) $2,372 Avg Close — Range —
Q4 2023
Shares 84,907 Value ($000) $5,228 Avg Close — Range —
Q3 2023
Shares 28,617 Value ($000) $1,560 Avg Close — Range —