Perigon Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.79M | Sell |
39,457
-17,114
| -30% | -$4.41M | 0.18% | 117 |
|
|
2025
Q4 | $13.9M | Buy |
56,571
+432
| +0.8% | +$106K | 0.25% | 79 |
|
|
2025
Q3 | $13.6M | Sell |
56,139
-1,847
| -3% | -$424K | 0.28% | 71 |
|
|
2025
Q2 | $12.5M | Sell |
57,986
-8,701
| -13% | -$1.75M | 0.29% | 70 |
|
|
2025
Q1 | $13.3M | Buy |
66,687
+1,692
| +3% | +$367K | 0.34% | 58 |
|
|
2024
Q4 | $14.6M | Buy |
+64,995
| New | +$14.8M | 0.36% | 58 |
|
|
2024
Q3 | – | Sell |
-60,302
| Closed | -$12.2M | – | 1012 |
|
|
2024
Q2 | $12.2M | Buy |
60,302
+138
| +0.2% | +$27.9K | 0.35% | 62 |
|
|
2024
Q1 | $12.7M | Buy |
60,164
+1,831
| +3% | +$365K | 0.38% | 55 |
|
|
2023
Q4 | $11.7M | Buy |
58,333
+5,070
| +10% | +$908K | 0.38% | 55 |
|
|
2023
Q3 | $9.41M | Buy |
53,263
+2,386
| +5% | +$448K | 0.38% | 63 |
|
|
2023
Q2 | $9.53M | Sell |
50,877
-1,354
| -3% | -$241K | 0.37% | 62 |
|
|
2023
Q1 | $9.32M | Buy |
52,231
+1,722
| +3% | +$317K | 0.53% | 40 |
|
|
2022
Q4 | $8.81M | Buy |
50,509
+17,676
| +54% | +$3.14M | 0.55% | 38 |
|
|
2022
Q3 | $5.42M | Buy |
32,833
+2,217
| +7% | +$404K | 0.47% | 43 |
|
|
2022
Q2 | $5.18M | Sell |
30,616
-3,733
| -11% | -$688K | 0.43% | 50 |
|
|
2022
Q1 | $7.05M | Sell |
34,349
-39
| -0.1% | -$7.96K | 0.5% | 37 |
|
|
2021
Q4 | $7.65M | Buy |
34,388
+5,456
| +19% | +$1.23M | 0.55% | 32 |
|
|
2021
Q3 | $6.33M | Sell |
28,932
-6,628
| -19% | -$1.47M | 0.55% | 37 |
|
|
2021
Q2 | $8.16M | Buy |
35,560
+1,276
| +4% | +$287K | 0.73% | 25 |
|
|
2021
Q1 | $7.58M | Buy |
34,284
+871
| +3% | +$190K | 0.77% | 24 |
|
|
2020
Q4 | $6.55M | Buy |
33,413
+246
| +0.7% | +$43K | 0.76% | 24 |
|
|
2020
Q3 | $4.97M | Sell |
33,167
-1,294
| -4% | -$195K | 0.69% | 28 |
|
|
2020
Q2 | $4.93M | Sell |
34,461
-1,003
| -3% | -$132K | 0.78% | 27 |
|
|
2020
Q1 | $4.39M | Buy |
35,464
+5,478
| +18% | +$817K | 0.82% | 28 |
|
|
2019
Q4 | $4.96M | Buy |
29,986
+151
| +0.5% | +$23.9K | 1.01% | 21 |
|
|
2019
Q3 | $4.52M | Sell |
29,835
-871
| -3% | -$133K | 1.06% | 22 |
|
|
2019
Q2 | $4.78M | Buy |
30,706
+628
| +2% | +$96.8K | 1.12% | 22 |
|
|
2019
Q1 | $4.71M | Buy |
30,078
+2,573
| +9% | +$387K | 1.1% | 22 |
|
|
2018
Q4 | $4.05M | Buy |
27,505
+3,751
| +16% | +$560K | 1.03% | 23 |
|
|
2018
Q3 | $4.01M | Buy |
23,754
+6,668
| +39% | +$1.13M | 0.99% | 26 |
|
|
2018
Q2 | $2.8M | Buy |
17,086
+1,260
| +8% | +$202K | 0.84% | 36 |
|
|
2018
Q1 | $2.4M | Buy |
15,826
+1,302
| +9% | +$201K | 0.89% | 34 |
|
|
2017
Q4 | $2.21M | Buy |
14,524
+813
| +6% | +$122K | 0.83% | 37 |
|
|
2017
Q3 | $2.03M | Buy |
13,711
+430
| +3% | +$60.5K | 0.66% | 37 |
|
|
2017
Q2 | $1.87M | Buy |
13,281
+578
| +5% | +$80K | 0.41% | 72 |
|
|
2017
Q1 | $1.75M | Buy |
12,703
+200
| +2% | +$27.3K | 0.37% | 80 |
|
|
2016
Q4 | $1.73M | Buy |
12,503
+2,629
| +27% | +$336K | 0.38% | 80 |
|
|
2016
Q3 | $1.23M | Buy |
9,874
+335
| +4% | +$40.7K | 0.32% | 90 |
|
|
2016
Q2 | $1.1M | Buy |
+9,539
| New | +$1.08M | 0.29% | 93 |
|
|
2016
Q1 | – | Sell |
-7,942
| Closed | -$895K | – | 292 |
|
|
2015
Q4 | $895K | Buy |
7,942
+30
| +0.4% | +$3.46K | 0.25% | 108 |
|
|
2015
Q3 | $864K | Buy |
7,912
+202
| +3% | +$23.9K | 0.26% | 101 |
|
|
2015
Q2 | $963K | Buy |
7,710
+52
| +0.7% | +$6.5K | 0.25% | 96 |
|
|
2015
Q1 | $952K | Buy |
7,658
+302
| +4% | +$36.4K | 0.26% | 94 |
|
|
2014
Q4 | $880K | Buy |
7,356
+352
| +5% | +$40.3K | 0.26% | 90 |
|
|
2014
Q3 | $766K | Buy |
7,004
+2
| +0% | +$229 | 0.23% | 97 |
|
|
2014
Q2 | $832K | Buy |
7,002
+5,182
| +285% | +$589K | 0.24% | 92 |
|
|
2014
Q1 | $212K | Buy |
+1,820
| New | +$210K | 0.12% | 129 |
|
Other funds holding IWM
Perigon Wealth Management's IWM Position: Q1 2026 in Review
Perigon Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 30% in Q1 2026, selling an estimated $4.41M and leaving 39,457 shares worth $9.79M. The position accounts for 0.18% of the portfolio, ranked #117.
Perigon Wealth Management first reported a position in IWM in Q1 2014 and has held it in 47 quarters since. The position peaked at $14.6M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Perigon Wealth Management held 39,457 shares of iShares Russell 2000 ETF worth $9.79M as of Q1 2026.
- Perigon Wealth Management sold 17,114 iShares Russell 2000 ETF shares in Q1 2026, an estimated $4.41M.
- iShares Russell 2000 ETF made up 0.18% of Perigon Wealth Management's portfolio in Q1 2026, its #117 holding.
- Perigon Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 47 quarters since.
- Perigon Wealth Management's iShares Russell 2000 ETF position peaked at $14.6M in Q4 2024.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.