Perigon Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$481K	Buy
2025 Q2	$441K	Sell
2025 Q1	$415K	Sell
2024 Q4	$1.48M	Buy
2024 Q3	$1.43M	Buy
2024 Q2	$739K	Buy
2024 Q1	$604K	Sell
2023 Q4	$578K	Buy
2023 Q3	$503K	Sell
2023 Q2	$538K	Buy