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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
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

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Perigon Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2% in Q2 2026, selling an estimated $131K and leaving 23,285 shares worth $6.77M. The position accounts for 0.11% of the portfolio, ranked #181.

Perigon Wealth Management first reported a position in IWY in Q4 2020 and has held it in 16 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Perigon Wealth Management held 23,285 shares of iShares Russell Top 200 Growth ETF worth $6.77M as of Q2 2026.
  • Perigon Wealth Management sold 464 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $131K.
  • iShares Russell Top 200 Growth ETF made up 0.11% of Perigon Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Perigon Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 16 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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