Perigon Wealth Management
IUSG icon

Perigon Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Perigon Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.39M Buy
48,471
+364
+0.8% +$68.9K 0.14% 132
2026
Q2 		$9.05M Sell
48,107
-556
-1% -$100K 0.14% 146
2026
Q1 		$7.55M Sell
48,663
-891
-2% -$147K 0.14% 151
2025
Q4 		$8.32M Sell
49,554
-901
-2% -$150K 0.15% 134
2025
Q3 		$8.3M Sell
50,455
-243
-0.5% -$38.2K 0.17% 123
2025
Q2 		$7.62M Buy
50,698
+1,204
+2% +$163K 0.18% 121
2025
Q1 		$6.29M Sell
49,494
-10,567
-18% -$1.46M 0.16% 130
2024
Q4 		$8.45M Sell
60,061
-977
-2% -$134K 0.21% 103
2024
Q3 		$8.05M Sell
61,038
-2,600
-4% -$331K 0.21% 105
2024
Q2 		$8.11M Sell
63,638
-2,989
-4% -$357K 0.24% 86
2024
Q1 		$7.81M Sell
66,627
-3,836
-5% -$427K 0.24% 95
2023
Q4 		$7.34M Buy
70,463
+1,983
+3% +$195K 0.24% 88
2023
Q3 		$6.49M Buy
68,480
+287
+0.4% +$28.2K 0.26% 90
2023
Q2 		$6.66M Sell
68,193
-2,266
-3% -$208K 0.26% 91
2023
Q1 		$6.25M Buy
70,459
+2,320
+3% +$198K 0.36% 70
2022
Q4 		$5.55M Buy
+68,139
New +$5.69M 0.34% 71
2016
Q4 		– Sell
-50
Closed -$2K – 731
2016
Q3 		$2K Hold
50
– – ﹤0.01% 600
2016
Q2 		$2K Buy
+50
New +$2.03K ﹤0.01% 424

Other funds holding IUSG

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $444M AUM 17.72% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Perigon Wealth Management's IUSG Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.76% in Q3 2026, buying an estimated $68.9K and bringing the position to 48,471 shares worth $9.39M. The position accounts for 0.14% of the portfolio, ranked #132.

Perigon Wealth Management first reported a position in IUSG in Q2 2016 and has held it in 18 quarters since. 468 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Perigon Wealth Management held 48,471 shares of iShares Core S&P US Growth ETF worth $9.39M as of Q3 2026.
  • Perigon Wealth Management bought 364 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $68.9K.
  • iShares Core S&P US Growth ETF made up 0.14% of Perigon Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Perigon Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2016 and has held it in 18 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.