Perigon Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $513K | Sell |
4,007
-243
| -6% | -$32.9K | 0.01% | 799 |
|
|
2025
Q4 | $582K | Sell |
4,250
-1
| -0% | -$140 | 0.01% | 724 |
|
|
2025
Q3 | $605K | Sell |
4,251
-1,158
| -21% | -$164K | 0.01% | 673 |
|
|
2025
Q2 | $750K | Sell |
5,409
-104
| -2% | -$13.2K | 0.02% | 564 |
|
|
2025
Q1 | $648K | Hold |
5,513
| – | – | 0.02% | 567 |
|
|
2024
Q4 | $725K | Sell |
5,513
-145
| -3% | -$18.4K | 0.02% | 527 |
|
|
2024
Q3 | $664K | Buy |
5,658
+61
| +1% | +$6.82K | 0.02% | 538 |
|
|
2024
Q2 | $618K | Buy |
5,597
+87
| +2% | +$9.56K | 0.02% | 484 |
|
|
2024
Q1 | $629K | Buy |
5,510
+694
| +14% | +$75.1K | 0.02% | 480 |
|
|
2023
Q4 | $503K | Buy |
4,816
+1,264
| +36% | +$120K | 0.02% | 497 |
|
|
2023
Q3 | $324K | Sell |
3,552
-1,400
| -28% | -$134K | 0.01% | 558 |
|
|
2023
Q2 | $479K | Buy |
4,952
+1,400
| +39% | +$128K | 0.02% | 463 |
|
|
2023
Q1 | $323K | Buy |
3,552
+350
| +11% | +$31.2K | 0.02% | 518 |
|
|
2022
Q4 | $268K | Buy |
3,202
+2
| +0.1% | +$168 | 0.02% | 565 |
|
|
2022
Q3 | $251K | Hold |
3,200
| – | – | 0.02% | 474 |
|
|
2022
Q2 | $254K | Buy |
3,200
+140
| +5% | +$12.2K | 0.02% | 473 |
|
|
2022
Q1 | $308K | Hold |
3,060
| – | – | 0.02% | 449 |
|
|
2021
Q4 | $353K | Hold |
3,060
| – | – | 0.03% | 419 |
|
|
2021
Q3 | $343K | Hold |
3,060
| – | – | 0.03% | 385 |
|
|
2021
Q2 | $346K | Hold |
3,060
| – | – | 0.03% | 369 |
|
|
2021
Q1 | $312K | Hold |
3,060
| – | – | 0.03% | 384 |
|
|
2020
Q4 | $314K | Hold |
3,060
| – | – | 0.04% | 322 |
|
|
2020
Q3 | $264K | Hold |
3,060
| – | – | 0.04% | 319 |
|
|
2020
Q2 | $242K | Hold |
3,060
| – | – | 0.04% | 301 |
|
|
2020
Q1 | $201K | Sell |
3,060
-18
| -0.6% | -$1.31K | 0.04% | 297 |
|
|
2019
Q4 | $237K | Buy |
3,078
+18
| +0.6% | +$1.32K | 0.05% | 232 |
|
|
2019
Q3 | $219K | Hold |
3,060
| – | – | 0.05% | 219 |
|
|
2019
Q2 | $218K | Hold |
3,060
| – | – | 0.05% | 222 |
|
|
2019
Q1 | $215K | Buy |
+3,060
| New | +$196K | 0.05% | 206 |
|
|
2018
Q4 | – | Sell |
-5,014
| Closed | -$341K | – | 252 |
|
|
2018
Q3 | $341K | Buy |
5,014
+154
| +3% | +$10.2K | 0.08% | 157 |
|
|
2018
Q2 | $308K | Hold |
4,860
| – | – | 0.09% | 179 |
|
|
2018
Q1 | $299K | Hold |
4,860
| – | – | 0.11% | 129 |
|
|
2017
Q4 | $293K | Hold |
4,860
| – | – | 0.11% | 109 |
|
|
2017
Q3 | $275K | Hold |
4,860
| – | – | 0.09% | 169 |
|
|
2017
Q2 | $263K | Hold |
4,860
| – | – | 0.06% | 228 |
|
|
2017
Q1 | $252K | Hold |
4,860
| – | – | 0.05% | 234 |
|
|
2016
Q4 | $253K | Buy |
+4,860
| New | +$234K | 0.06% | 224 |
|
Other funds holding IWP
FCAS
Perigon Wealth Management's IWP Position: Q1 2026 in Review
Perigon Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.7% in Q1 2026, selling an estimated $32.9K and leaving 4,007 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #799.
Perigon Wealth Management first reported a position in IWP in Q4 2016 and has held it in 37 quarters since. The position peaked at $750K in Q2 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Perigon Wealth Management held 4,007 shares of iShares Russell Mid-Cap Growth ETF worth $513K as of Q1 2026.
- Perigon Wealth Management sold 243 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $32.9K.
- iShares Russell Mid-Cap Growth ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #799 holding.
- Perigon Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 37 quarters since.
- Perigon Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $750K in Q2 2025.
- 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.