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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Perigon Wealth Management's IYJ Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares US Industrials ETF (IYJ) stake by 0.36% in Q1 2026, selling an estimated $9.28K and leaving 16,761 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #333.

Perigon Wealth Management first reported a position in IYJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.49M in Q4 2025. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

  • Perigon Wealth Management held 16,761 shares of iShares US Industrials ETF worth $2.47M as of Q1 2026.
  • Perigon Wealth Management sold 60 iShares US Industrials ETF shares in Q1 2026, an estimated $9.28K.
  • iShares US Industrials ETF made up 0.04% of Perigon Wealth Management's portfolio in Q1 2026, its #333 holding.
  • Perigon Wealth Management first reported a position in iShares US Industrials ETF in Q4 2023 and has held it in 10 quarters since.
  • Perigon Wealth Management's iShares US Industrials ETF position peaked at $2.49M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.