Perigon Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.1M | Buy |
59,203
+241
| +0.4% | +$89.8K | 0.38% | 55 |
|
|
2025
Q4 | $22M | Buy |
58,962
+1,751
| +3% | +$649K | 0.39% | 52 |
|
|
2025
Q3 | $20.9M | Sell |
57,211
-2,957
| -5% | -$1.04M | 0.43% | 47 |
|
|
2025
Q2 | $20.4M | Buy |
60,168
+4,625
| +8% | +$1.45M | 0.48% | 41 |
|
|
2025
Q1 | $17M | Buy |
55,543
+4,699
| +9% | +$1.52M | 0.44% | 46 |
|
|
2024
Q4 | $16.6M | Sell |
50,844
-4,203
| -8% | -$1.36M | 0.41% | 48 |
|
|
2024
Q3 | $17.3M | Sell |
55,047
-73
| -0.1% | -$22.1K | 0.46% | 42 |
|
|
2024
Q2 | $16.4M | Buy |
55,120
+567
| +1% | +$163K | 0.48% | 41 |
|
|
2024
Q1 | $15.7M | Sell |
54,553
-15
| -0% | -$4.11K | 0.48% | 42 |
|
|
2023
Q4 | $14.3M | Buy |
54,568
+2,349
| +4% | +$575K | 0.47% | 44 |
|
|
2023
Q3 | $12.3M | Buy |
52,219
+239
| +0.5% | +$58.5K | 0.5% | 47 |
|
|
2023
Q2 | $12.7M | Buy |
51,980
+25,958
| +100% | +$5.98M | 0.5% | 46 |
|
|
2023
Q1 | $5.86M | Buy |
26,022
+430
| +2% | +$94.6K | 0.33% | 72 |
|
|
2022
Q4 | $5.39M | Buy |
25,592
+20,828
| +437% | +$4.41M | 0.33% | 74 |
|
|
2022
Q3 | $940K | Sell |
4,764
-21
| -0.4% | -$4.61K | 0.08% | 210 |
|
|
2022
Q2 | $994K | Sell |
4,785
-522
| -10% | -$118K | 0.08% | 207 |
|
|
2022
Q1 | $1.33M | Buy |
5,307
+41
| +0.8% | +$10.1K | 0.09% | 191 |
|
|
2021
Q4 | $1.39M | Sell |
5,266
-36
| -0.7% | -$9.27K | 0.1% | 180 |
|
|
2021
Q3 | $1.28M | Hold |
5,302
| – | – | 0.11% | 170 |
|
|
2021
Q2 | $1.28M | Sell |
5,302
-2,934
| -36% | -$691K | 0.11% | 163 |
|
|
2021
Q1 | $1.84M | Sell |
8,236
-79
| -1% | -$17.3K | 0.19% | 108 |
|
|
2020
Q4 | $1.76M | Buy |
8,315
+842
| +11% | +$168K | 0.2% | 88 |
|
|
2020
Q3 | $1.4M | Sell |
7,473
-548
| -7% | -$101K | 0.2% | 94 |
|
|
2020
Q2 | $1.38M | Buy |
8,021
+165
| +2% | +$26.7K | 0.22% | 87 |
|
|
2020
Q1 | $1.2M | Buy |
7,856
+464
| +6% | +$78.4K | 0.22% | 89 |
|
|
2019
Q4 | $1.33M | Buy |
7,392
+34
| +0.5% | +$5.8K | 0.27% | 69 |
|
|
2019
Q3 | $1.22M | Sell |
7,358
-372
| -5% | -$61K | 0.29% | 68 |
|
|
2019
Q2 | $1.26M | Sell |
7,730
-850
| -10% | -$136K | 0.29% | 63 |
|
|
2019
Q1 | $1.39M | Hold |
8,580
| – | – | 0.32% | 59 |
|
|
2018
Q4 | $1.27M | Buy |
+8,580
| New | +$1.28M | 0.32% | 58 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$29K | – | 430 |
|
|
2018
Q1 | $29K | Hold |
200
| – | – | 0.01% | 382 |
|
|
2017
Q4 | $30K | Hold |
200
| – | – | 0.01% | 356 |
|
|
2017
Q3 | $28K | Hold |
200
| – | – | 0.01% | 413 |
|
|
2017
Q2 | $27K | Hold |
200
| – | – | 0.01% | 428 |
|
|
2017
Q1 | $26K | Hold |
200
| – | – | 0.01% | 448 |
|
|
2016
Q4 | $27K | Hold |
200
| – | – | 0.01% | 424 |
|
|
2016
Q3 | $24K | Sell |
200
-100
| -33% | -$12K | 0.01% | 378 |
|
|
2016
Q2 | $35K | Buy |
+300
| New | +$34.6K | 0.01% | 306 |
|
Other funds holding IWB
Perigon Wealth Management's IWB Position: Q1 2026 in Review
Perigon Wealth Management increased its iShares Russell 1000 ETF (IWB) stake by 0.41% in Q1 2026, buying an estimated $89.8K and bringing the position to 59,203 shares worth $21.1M. The position accounts for 0.38% of the portfolio, ranked #55.
Perigon Wealth Management first reported a position in IWB in Q2 2016 and has held it in 38 quarters since. The position peaked at $22M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Perigon Wealth Management held 59,203 shares of iShares Russell 1000 ETF worth $21.1M as of Q1 2026.
- Perigon Wealth Management bought 241 iShares Russell 1000 ETF shares in Q1 2026, an estimated $89.8K.
- iShares Russell 1000 ETF made up 0.38% of Perigon Wealth Management's portfolio in Q1 2026, its #55 holding.
- Perigon Wealth Management first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 38 quarters since.
- Perigon Wealth Management's iShares Russell 1000 ETF position peaked at $22M in Q4 2025.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.