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Perigon Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Perigon Wealth Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$827K Buy
1,940
+87
+5% +$35.8K 0.01% 667
2026
Q1 		$687K Sell
1,853
-10
-0.5% -$3.87K 0.01% 655
2025
Q4 		$721K Sell
1,863
-29
-2% -$11.1K 0.01% 652
2025
Q3 		$717K Buy
1,892
+1
+0.1% +$365 0.01% 611
2025
Q2 		$664K Buy
1,891
+1
+0.1% +$325 0.02% 596
2025
Q1 		$600K Buy
1,890
+1
+0.1% +$335 0.02% 588
2024
Q4 		$640K Buy
1,889
+161
+9% +$54.2K 0.02% 573
2024
Q3 		$564K Buy
1,728
+1
+0.1% +$315 0.01% 581
2024
Q2 		$533K Sell
1,727
-58
-3% -$17.3K 0.02% 521
2024
Q1 		$536K Buy
1,785
+1
+0.1% +$285 0.02% 514
2023
Q4 		$488K Buy
1,784
+303
+20% +$77.3K 0.02% 508
2023
Q3 		$363K Sell
1,481
-775
-34% -$198K 0.01% 527
2023
Q2 		$574K Buy
2,256
+775
+52% +$186K 0.02% 427
2023
Q1 		$349K Buy
1,481
+21
+1% +$4.85K 0.02% 491
2022
Q4 		$322K Buy
1,460
+185
+15% +$41.1K 0.02% 507
2022
Q3 		$264K Hold
1,275
– – 0.02% 461
2022
Q2 		$277K Hold
1,275
– – 0.02% 445
2022
Q1 		$334K Hold
1,275
– – 0.02% 435
2021
Q4 		$354K Hold
1,275
– – 0.03% 417
2021
Q3 		$325K Hold
1,275
– – 0.03% 395
2021
Q2 		$326K Hold
1,275
– – 0.03% 388
2021
Q1 		$302K Sell
1,275
-14
-1% -$3.25K 0.03% 391
2020
Q4 		$288K Hold
1,289
– – 0.03% 336
2020
Q3 		$252K Sell
1,289
-139
-10% -$26.9K 0.04% 325
2020
Q2 		$257K Sell
1,428
-169
-11% -$28.6K 0.04% 293
2020
Q1 		$256K Buy
+1,597
New +$284K 0.05% 262

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Perigon Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 4.7% in Q2 2026, buying an estimated $35.8K and bringing the position to 1,940 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #667.

Perigon Wealth Management first reported a position in IWV in Q1 2020 and has held it in 26 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Perigon Wealth Management held 1,940 shares of iShares Russell 3000 ETF worth $827K as of Q2 2026.
  • Perigon Wealth Management bought 87 iShares Russell 3000 ETF shares in Q2 2026, an estimated $35.8K.
  • iShares Russell 3000 ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #667 holding.
  • Perigon Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 26 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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