Perigon Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$418K	Buy	2,262 +470	+26%	+$90.9K	0.01%	985
2026 Q2	$358K	Buy	1,792 +484	+37%	+$88.6K	0.01%	1033
2026 Q1	$209K	Hold	1,308	–	–	﹤0.01%	1201
2025 Q4	$206K	Buy	+1,308	New	+$203K	﹤0.01%	1239
2021 Q1	–	Sell	-1,118	Closed	-$133K	–	767
2020 Q4	$133K	Buy	+1,118	New	+$118K	0.02%	482
2018 Q4	–	Sell	-1,984	Closed	-$211K	–	250
2018 Q3	$211K	Buy	+1,984	New	+$213K	0.05%	229
2018 Q2	–	Sell	-1,618	Closed	-$155K	–	431
2018 Q1	$155K	Hold	1,618	–	–	0.06%	188
2017 Q4	$155K	Buy	1,618 +754	+87%	+$71.5K	0.06%	164
2017 Q3	$82K	Hold	864	–	–	0.03%	281
2017 Q2	$77K	Hold	864	–	–	0.02%	330
2017 Q1	$74K	Hold	864	–	–	0.02%	338
2016 Q4	$74K	Buy	864 +35	+4%	+$2.81K	0.02%	317
2016 Q3	$65K	Hold	829	–	–	0.02%	280
2016 Q2	$59K	Buy	+829	New	+$57.9K	0.02%	265

Other funds holding IWC

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

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

Perigon Wealth Management increased its iShares Micro-Cap ETF (IWC) stake by 26% in Q3 2026, buying an estimated $90.9K and bringing the position to 2,262 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #985.

Perigon Wealth Management first reported a position in IWC in Q2 2016 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

Perigon Wealth Management held 2,262 shares of iShares Micro-Cap ETF worth $418K as of Q3 2026.
Perigon Wealth Management bought 470 iShares Micro-Cap ETF shares in Q3 2026, an estimated $90.9K.
iShares Micro-Cap ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #985 holding.
Perigon Wealth Management first reported a position in iShares Micro-Cap ETF in Q2 2016 and has held it in 14 quarters since.
78 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

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