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Perigon Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Perigon Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$805K Sell
2,565
-16
-0.6% -$5.32K 0.01% 599
2025
Q4 		$834K Buy
2,581
+7
+0.3% +$2.28K 0.01% 603
2025
Q3 		$824K Sell
2,574
-91
-3% -$27.5K 0.02% 575
2025
Q2 		$762K Sell
2,665
-79
-3% -$20.8K 0.02% 553
2025
Q1 		$701K Sell
2,744
-388
-12% -$110K 0.02% 535
2024
Q4 		$919K Buy
3,132
+41
+1% +$12.1K 0.02% 465
2024
Q3 		$878K Sell
3,091
-102
-3% -$27.9K 0.02% 469
2024
Q2 		$838K Buy
3,193
+186
+6% +$48.3K 0.02% 411
2024
Q1 		$814K Buy
3,007
+666
+28% +$170K 0.02% 415
2023
Q4 		$590K Buy
2,341
+262
+13% +$59.1K 0.02% 456
2023
Q3 		$466K Sell
2,079
-25
-1% -$5.98K 0.02% 460
2023
Q2 		$511K Sell
2,104
-44
-2% -$10.1K 0.02% 452
2023
Q1 		$487K Sell
2,148
-38
-2% -$8.69K 0.03% 402
2022
Q4 		$469K Buy
2,186
+109
+5% +$23.9K 0.03% 402
2022
Q3 		$429K Buy
2,077
+38
+2% +$8.55K 0.04% 358
2022
Q2 		$421K Buy
2,039
+162
+9% +$36.1K 0.04% 355
2022
Q1 		$480K Hold
1,877
– – 0.03% 370
2021
Q4 		$550K Sell
1,877
-310
-14% -$93.4K 0.04% 324
2021
Q3 		$642K Sell
2,187
-150
-6% -$45.1K 0.06% 262
2021
Q2 		$728K Sell
2,337
-259
-10% -$77.9K 0.06% 241
2021
Q1 		$781K Buy
2,596
+584
+29% +$181K 0.08% 212
2020
Q4 		$577K Hold
2,012
– – 0.07% 229
2020
Q3 		$446K Buy
2,012
+25
+1% +$5.47K 0.06% 242
2020
Q2 		$411K Hold
1,987
– – 0.07% 216
2020
Q1 		$338K Buy
+1,987
New +$394K 0.06% 219
2017
Q4 		– Sell
-155
Closed -$28K – 637
2017
Q3 		$28K Hold
155
– – 0.01% 414
2017
Q2 		$26K Hold
155
– – 0.01% 432
2017
Q1 		$25K Hold
155
– – 0.01% 449
2016
Q4 		$25K Buy
155
+1
+0.6% +$149 0.01% 432
2016
Q3 		$23K Buy
154
+1
+0.7% +$146 0.01% 383
2016
Q2 		$21K Buy
+153
New +$20.7K 0.01% 337
2016
Q1 		– Sell
-1,906
Closed -$265K – 293
2015
Q4 		$265K Sell
1,906
-493
-21% -$69.9K 0.07% 183
2015
Q3 		$321K Buy
2,399
+2
+0.1% +$296 0.1% 165
2015
Q2 		$371K Hold
2,397
– – 0.1% 166
2015
Q1 		$363K Buy
2,397
+1
+0% +$146 0.1% 170
2014
Q4 		$341K Buy
2,396
+2
+0.1% +$271 0.1% 159
2014
Q3 		$310K Buy
2,394
+483
+25% +$64.7K 0.09% 155
2014
Q2 		$265K Buy
+1,911
New +$251K 0.08% 166

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Perigon Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.62% in Q1 2026, selling an estimated $5.32K and leaving 2,565 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #599.

Perigon Wealth Management first reported a position in IWO in Q2 2014 and has held it in 38 quarters since. The position peaked at $919K in Q4 2024. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Perigon Wealth Management held 2,565 shares of iShares Russell 2000 Growth ETF worth $805K as of Q1 2026.
  • Perigon Wealth Management sold 16 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $5.32K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #599 holding.
  • Perigon Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and has held it in 38 quarters since.
  • Perigon Wealth Management's iShares Russell 2000 Growth ETF position peaked at $919K in Q4 2024.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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