Perigon Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Perigon Wealth Management’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.06M	Buy	25,838 +272	+1%	+$34.2K	0.06%	295
2025 Q4	$3.3M	Sell	25,566 -263	-1%	-$34.1K	0.06%	267
2025 Q3	$3.25M	Buy	25,829 +4,668	+22%	+$551K	0.07%	263
2025 Q2	$2.38M	Buy	21,161 +2,177	+11%	+$214K	0.06%	303
2025 Q1	$1.72M	Sell	18,984 -448	-2%	-$45.2K	0.04%	337
2024 Q4	$1.99M	Buy	19,432 +1,241	+7%	+$125K	0.05%	310
2024 Q3	$1.75M	Buy	18,191 +768	+4%	+$71K	0.05%	312
2024 Q2	$1.64M	Buy	17,423 +724	+4%	+$63.4K	0.05%	279
2024 Q1	$1.44M	Buy	16,699 +7	+0%	+$570	0.04%	297
2023 Q4	$1.25M	Buy	16,692 +3,564	+27%	+$244K	0.04%	296
2023 Q3	$836K	Sell	13,128 -1,788	-12%	-$118K	0.03%	335
2023 Q2	$977K	Buy	14,916 +3,798	+34%	+$226K	0.04%	325
2023 Q1	$629K	Sell	11,118 -726	-6%	-$37.9K	0.04%	350
2022 Q4	$553K	Buy	11,844 +2,664	+29%	+$128K	0.03%	371
2022 Q3	$423K	Sell	9,180 -300	-3%	-$15.8K	0.04%	361
2022 Q2	$465K	Sell	9,480 -900	-9%	-$49.4K	0.04%	346
2022 Q1	$672K	Sell	10,380 -66	-0.6%	-$4.25K	0.05%	296
2021 Q4	$764K	Hold	10,446	–	–	0.05%	261
2021 Q3	$703K	Sell	10,446 -102	-1%	-$7.09K	0.06%	249
2021 Q2	$710K	Hold	10,548	–	–	0.06%	245
2021 Q1	$634K	Sell	10,548 -912	-8%	-$54.5K	0.06%	252
2020 Q4	$668K	Hold	11,460	–	–	0.08%	198
2020 Q3	$590K	Hold	11,460	–	–	0.08%	197
2020 Q2	$533K	Hold	11,460	–	–	0.08%	193
2020 Q1	$429K	Sell	11,460 -1,440	-11%	-$57.7K	0.08%	189
2019 Q4	$530K	Hold	12,900	–	–	0.11%	137
2019 Q3	$478K	Hold	12,900	–	–	0.11%	126
2019 Q2	$464K	Buy	12,900 +900	+8%	+$31.8K	0.11%	132
2019 Q1	$440K	Sell	12,000 -1,800	-13%	-$57.8K	0.1%	134
2018 Q4	$429K	Hold	13,800	–	–	0.11%	131
2018 Q3	$482K	Hold	13,800	–	–	0.12%	121
2018 Q2	$444K	Hold	13,800	–	–	0.13%	141
2018 Q1	$413K	Sell	13,800 -600	-4%	-$18.2K	0.15%	99
2017 Q4	$405K	Hold	14,400	–	–	0.15%	85
2017 Q3	$373K	Sell	14,400 -5,478	-28%	-$138K	0.12%	138
2017 Q2	$479K	Hold	19,878	–	–	0.1%	175
2017 Q1	$459K	Hold	19,878	–	–	0.1%	184
2016 Q4	$452K	Hold	19,878	–	–	0.1%	183
2016 Q3	$410K	Hold	19,878	–	–	0.11%	160
2016 Q2	$364K	Buy	+19,878	New	+$364K	0.1%	161
2016 Q1	–	Sell	-20,088	Closed	-$371K	–	285
2015 Q4	$371K	Sell	20,088 -10,818	-35%	-$199K	0.1%	162
2015 Q3	$517K	Hold	30,906	–	–	0.15%	133
2015 Q2	$534K	Buy	30,906 +18	+0.1%	+$319	0.14%	140
2015 Q1	$531K	Sell	30,888 -552	-2%	-$9.46K	0.15%	137
2014 Q4	$534K	Sell	31,440 -1,722	-5%	-$28.4K	0.16%	124
2014 Q3	$541K	Buy	+33,162	New	+$540K	0.16%	115

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Perigon Wealth Management's IGM Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares Expanded Tech Sector ETF (IGM) stake by 1.1% in Q1 2026, buying an estimated $34.2K and bringing the position to 25,838 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #295.

Perigon Wealth Management first reported a position in IGM in Q3 2014 and has held it in 46 quarters since. The position peaked at $3.3M in Q4 2025. 504 funds tracked by Wall St. Rank hold IGM as of Q1 2026.

Perigon Wealth Management held 25,838 shares of iShares Expanded Tech Sector ETF worth $3.06M as of Q1 2026.
Perigon Wealth Management bought 272 iShares Expanded Tech Sector ETF shares in Q1 2026, an estimated $34.2K.
iShares Expanded Tech Sector ETF made up 0.06% of Perigon Wealth Management's portfolio in Q1 2026, its #295 holding.
Perigon Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q3 2014 and has held it in 46 quarters since.
Perigon Wealth Management's iShares Expanded Tech Sector ETF position peaked at $3.3M in Q4 2025.
504 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.