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Perigon Wealth Management’s iShares US Technology ETF IYW Stock Holding History

Perigon Wealth Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.4M Sell
117,791
-914
-0.8% -$177K 0.39% 53
2025
Q4 		$23.7M Buy
118,705
+2,283
+2% +$457K 0.42% 48
2025
Q3 		$22.8M Buy
116,422
+2,176
+2% +$398K 0.46% 42
2025
Q2 		$19.8M Buy
114,246
+726
+0.6% +$110K 0.46% 45
2025
Q1 		$15.9M Sell
113,520
-12,884
-10% -$2.01M 0.41% 48
2024
Q4 		$20.1M Sell
126,404
-1,385
-1% -$219K 0.49% 34
2024
Q3 		$19.4M Sell
127,789
-3,824
-3% -$562K 0.51% 32
2024
Q2 		$19.8M Buy
131,613
+4,699
+4% +$649K 0.57% 30
2024
Q1 		$17.1M Buy
126,914
+38,340
+43% +$4.99M 0.52% 38
2023
Q4 		$10.9M Buy
88,574
+750
+0.9% +$85K 0.36% 62
2023
Q3 		$9.21M Buy
87,824
+1,140
+1% +$124K 0.37% 65
2023
Q2 		$9.44M Buy
86,684
+13,601
+19% +$1.34M 0.37% 63
2023
Q1 		$6.78M Sell
73,083
-4,782
-6% -$401K 0.39% 61
2022
Q4 		$5.8M Buy
+77,865
New +$5.96M 0.36% 68
2022
Q1 		– Sell
-1,894
Closed -$217K – 634
2021
Q4 		$217K Buy
+1,894
New +$210K 0.02% 538
2021
Q1 		– Sell
-1,724
Closed -$147K – 777
2020
Q4 		$147K Buy
+1,724
New +$138K 0.02% 465
2018
Q2 		– Sell
-1,724
Closed -$72K – 436
2018
Q1 		$72K Hold
1,724
– – 0.03% 273
2017
Q4 		$70K Hold
1,724
– – 0.03% 249
2017
Q3 		$65K Hold
1,724
– – 0.02% 306
2017
Q2 		$60K Hold
1,724
– – 0.01% 362
2017
Q1 		$58K Hold
1,724
– – 0.01% 377
2016
Q4 		$57K Hold
1,724
– – 0.01% 344
2016
Q3 		$51K Buy
+1,724
New +$49.4K 0.01% 309

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Perigon Wealth Management reduced its iShares US Technology ETF (IYW) stake by 0.77% in Q1 2026, selling an estimated $177K and leaving 117,791 shares worth $21.4M. The position accounts for 0.39% of the portfolio, ranked #53.

Perigon Wealth Management first reported a position in IYW in Q3 2016 and has held it in 23 quarters since. The position peaked at $23.7M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Perigon Wealth Management held 117,791 shares of iShares US Technology ETF worth $21.4M as of Q1 2026.
  • Perigon Wealth Management sold 914 iShares US Technology ETF shares in Q1 2026, an estimated $177K.
  • iShares US Technology ETF made up 0.39% of Perigon Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Perigon Wealth Management first reported a position in iShares US Technology ETF in Q3 2016 and has held it in 23 quarters since.
  • Perigon Wealth Management's iShares US Technology ETF position peaked at $23.7M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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