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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
Q2 		$28.7M Sell
113,658
-4,133
-4% -$949K 0.45% 43
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 $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Perigon Wealth Management reduced its iShares US Technology ETF (IYW) stake by 3.5% in Q2 2026, selling an estimated $949K and leaving 113,658 shares worth $28.7M. The position accounts for 0.45% of the portfolio, ranked #43.

Perigon Wealth Management first reported a position in IYW in Q3 2016 and has held it in 24 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Perigon Wealth Management held 113,658 shares of iShares US Technology ETF worth $28.7M as of Q2 2026.
  • Perigon Wealth Management sold 4,133 iShares US Technology ETF shares in Q2 2026, an estimated $949K.
  • iShares US Technology ETF made up 0.45% of Perigon Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Perigon Wealth Management first reported a position in iShares US Technology ETF in Q3 2016 and has held it in 24 quarters since.
  • 1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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