Perigon Wealth Management
IWY icon

Perigon Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Perigon Wealth Management’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.18M Buy
24,333
+1,048
+5% +$300K 0.11% 168
2026
Q2 		$6.77M Sell
23,285
-464
-2% -$131K 0.11% 181
2026
Q1 		$5.91M Buy
23,749
+642
+3% +$170K 0.11% 178
2025
Q4 		$6.4M Sell
23,107
-397
-2% -$110K 0.11% 166
2025
Q3 		$6.43M Buy
23,504
+1,635
+7% +$423K 0.13% 156
2025
Q2 		$5.39M Buy
21,869
+305
+1% +$67.9K 0.13% 159
2025
Q1 		$4.55M Buy
21,564
+2,620
+14% +$603K 0.12% 175
2024
Q4 		$4.43M Buy
18,944
+5,575
+42% +$1.28M 0.11% 176
2024
Q3 		$2.94M Buy
13,369
+4,541
+51% +$966K 0.08% 232
2024
Q2 		$1.89M Buy
8,828
+3,001
+52% +$598K 0.05% 260
2024
Q1 		$1.14M Buy
5,827
+2,016
+53% +$377K 0.03% 349
2023
Q4 		$668K Sell
3,811
-521
-12% -$85.5K 0.02% 428
2023
Q3 		$666K Hold
4,332
– – 0.03% 386
2023
Q2 		$687K Sell
4,332
-765
-15% -$112K 0.03% 384
2023
Q1 		$708K Hold
5,097
– – 0.04% 332
2022
Q4 		$614K Buy
+5,097
New +$633K 0.04% 354
2021
Q1 		– Sell
-197
Closed -$26K – 769
2020
Q4 		$26K Buy
+197
New +$24.8K ﹤0.01% 956

Other funds holding IWY

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Perigon Wealth Management's IWY Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.5% in Q3 2026, buying an estimated $300K and bringing the position to 24,333 shares worth $7.18M. The position accounts for 0.11% of the portfolio, ranked #168.

Perigon Wealth Management first reported a position in IWY in Q4 2020 and has held it in 17 quarters since. 615 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Perigon Wealth Management held 24,333 shares of iShares Russell Top 200 Growth ETF worth $7.18M as of Q3 2026.
  • Perigon Wealth Management bought 1,048 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $300K.
  • iShares Russell Top 200 Growth ETF made up 0.11% of Perigon Wealth Management's portfolio in Q3 2026, its #168 holding.
  • Perigon Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 17 quarters since.
  • 615 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.