Perigon Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.52M	Sell	89,260 -1,676	-2%	-$190K	0.17%	124
2025 Q4	$10.8M	Buy	90,936 +9,608	+12%	+$1.14M	0.19%	105
2025 Q3	$9.52M	Buy	81,328 +5,180	+7%	+$577K	0.19%	110
2025 Q2	$8.08M	Buy	76,148 +10,296	+16%	+$984K	0.19%	115
2025 Q1	$5.94M	Sell	65,852 -356	-0.5%	-$35.1K	0.15%	137
2024 Q4	$6.65M	Sell	66,208 -376	-0.6%	-$37K	0.16%	124
2024 Q3	$6.25M	Sell	66,584 -1,760	-3%	-$160K	0.17%	129
2024 Q2	$6.23M	Buy	68,344 +40	+0.1%	+$3.42K	0.18%	116
2024 Q1	$5.76M	Buy	68,304 +7,436	+12%	+$599K	0.17%	131
2023 Q4	$4.61M	Buy	60,868 +12,964	+27%	+$917K	0.15%	137
2023 Q3	$3.19M	Sell	47,904 -488	-1%	-$33.7K	0.13%	156
2023 Q2	$3.33M	Buy	48,392 +2,608	+6%	+$166K	0.13%	155
2023 Q1	$2.8M	Sell	45,784 -144	-0.3%	-$8.3K	0.16%	130
2022 Q4	$2.46M	Sell	45,928 -268	-0.6%	-$14.7K	0.15%	149
2022 Q3	$2.43M	Sell	46,196 -232	-0.5%	-$13.6K	0.21%	100
2022 Q2	$2.54M	Buy	46,428 +316	+0.7%	+$19K	0.21%	100
2022 Q1	$3.2M	Buy	46,112 +628	+1%	+$42.9K	0.23%	86
2021 Q4	$3.48M	Sell	45,484 -76	-0.2%	-$5.63K	0.25%	86
2021 Q3	$3.12M	Sell	45,560 -116	-0.3%	-$8.21K	0.27%	83
2021 Q2	$3.1M	Buy	45,676 +172	+0.4%	+$11.1K	0.28%	78
2021 Q1	$2.77M	Buy	45,504 +888	+2%	+$54K	0.28%	78
2020 Q4	$2.69M	Buy	44,616 +8	+0%	+$455	0.31%	63
2020 Q3	$2.42M	Sell	44,608 -4,576	-9%	-$241K	0.34%	58
2020 Q2	$2.36M	Buy	49,184 +448	+0.9%	+$19.7K	0.37%	55
2020 Q1	$1.96M	Buy	48,736 +33,112	+212%	+$1.43M	0.37%	57
2019 Q4	$696K	Sell	15,624 -8,384	-35%	-$350K	0.14%	113
2019 Q3	$974K	Buy	24,008 +16,000	+200%	+$641K	0.23%	80
2019 Q2	$315K	Buy	8,008 +200	+3%	+$7.74K	0.07%	170
2019 Q1	$308K	Buy	7,808 +708	+10%	+$25.4K	0.07%	158
2018 Q4	$248K	Buy	+7,100	New	+$250K	0.06%	184

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perigon Wealth Management's IWF Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.8% in Q1 2026, selling an estimated $190K and leaving 89,260 shares worth $9.52M. The position accounts for 0.17% of the portfolio, ranked #124.

Perigon Wealth Management first reported a position in IWF in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Perigon Wealth Management held 89,260 shares of iShares Russell 1000 Growth ETF worth $9.52M as of Q1 2026.
Perigon Wealth Management sold 1,676 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $190K.
iShares Russell 1000 Growth ETF made up 0.17% of Perigon Wealth Management's portfolio in Q1 2026, its #124 holding.
Perigon Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Perigon Wealth Management's iShares Russell 1000 Growth ETF position peaked at $10.8M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.