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 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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Perigon Wealth Management's IWC Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares Micro-Cap ETF (IWC) stake by 37% in Q2 2026, buying an estimated $88.6K and bringing the position to 1,792 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #1033.

Perigon Wealth Management first reported a position in IWC in Q2 2016 and has held it in 13 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Perigon Wealth Management held 1,792 shares of iShares Micro-Cap ETF worth $358K as of Q2 2026.
Perigon Wealth Management bought 484 iShares Micro-Cap ETF shares in Q2 2026, an estimated $88.6K.
iShares Micro-Cap ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1033 holding.
Perigon Wealth Management first reported a position in iShares Micro-Cap ETF in Q2 2016 and has held it in 13 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.