Perigon Wealth Management
IYW icon

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
Q3 		$27.3M Sell
102,979
-10,679
-9% -$2.67M 0.42% 46
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Patton Albertson Miller Group
Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Perigon Wealth Management's IYW Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares US Technology ETF (IYW) stake by 9.4% in Q3 2026, selling an estimated $2.67M and leaving 102,979 shares worth $27.3M. The position accounts for 0.42% of the portfolio, ranked #46.

Perigon Wealth Management first reported a position in IYW in Q3 2016 and has held it in 25 quarters since. The position peaked at $28.7M in Q2 2026. 683 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Perigon Wealth Management held 102,979 shares of iShares US Technology ETF worth $27.3M as of Q3 2026.
  • Perigon Wealth Management sold 10,679 iShares US Technology ETF shares in Q3 2026, an estimated $2.67M.
  • iShares US Technology ETF made up 0.42% of Perigon Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Perigon Wealth Management first reported a position in iShares US Technology ETF in Q3 2016 and has held it in 25 quarters since.
  • Perigon Wealth Management's iShares US Technology ETF position peaked at $28.7M in Q2 2026.
  • 683 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.