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Perigon Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Perigon Wealth Management’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.59M Sell
15,561
-1,200
-7% -$189K 0.04% 356
2026
Q1 		$2.47M Sell
16,761
-60
-0.4% -$9.28K 0.04% 333
2025
Q4 		$2.49M Buy
16,821
+100
+0.6% +$14.6K 0.04% 326
2025
Q3 		$2.44M Sell
16,721
-154
-0.9% -$22.3K 0.05% 309
2025
Q2 		$2.4M Sell
16,875
-90
-0.5% -$12K 0.06% 298
2025
Q1 		$2.21M Sell
16,965
-25
-0.1% -$3.39K 0.06% 288
2024
Q4 		$2.33M Sell
16,990
-16
-0.1% -$2.2K 0.06% 283
2024
Q3 		$2.27M Buy
17,006
+133
+0.8% +$16.7K 0.06% 269
2024
Q2 		$2.02M Buy
16,873
+73
+0.4% +$8.9K 0.06% 252
2024
Q1 		$2.11M Buy
16,800
+444
+3% +$52.5K 0.06% 244
2023
Q4 		$1.87M Buy
+16,356
New +$1.71M 0.06% 231

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Perigon Wealth Management reduced its iShares US Industrials ETF (IYJ) stake by 7.2% in Q2 2026, selling an estimated $189K and leaving 15,561 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #356.

Perigon Wealth Management first reported a position in IYJ in Q4 2023 and has held it in 11 quarters since. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

  • Perigon Wealth Management held 15,561 shares of iShares US Industrials ETF worth $2.59M as of Q2 2026.
  • Perigon Wealth Management sold 1,200 iShares US Industrials ETF shares in Q2 2026, an estimated $189K.
  • iShares US Industrials ETF made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Perigon Wealth Management first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 11 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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