Perigon Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Perigon Wealth Management’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Sell	1,790 -110	-6%	-$19.4K	0.01%	1066
2026 Q1	$301K	Hold	1,900	–	–	0.01%	1017
2025 Q4	$315K	Hold	1,900	–	–	0.01%	995
2025 Q3	$309K	Hold	1,900	–	–	0.01%	942
2025 Q2	$287K	Hold	1,900	–	–	0.01%	853
2025 Q1	$259K	Hold	1,900	–	–	0.01%	870
2024 Q4	$275K	Hold	1,900	–	–	0.01%	852
2024 Q3	$265K	Hold	1,900	–	–	0.01%	838
2024 Q2	$251K	Buy	+1,900	New	+$242K	0.01%	752
2018 Q4	–	Sell	-7,454	Closed	-$545K	–	254
2018 Q3	$545K	Buy	7,454 +772	+12%	+$55.2K	0.13%	112
2018 Q2	$457K	Buy	6,682 +344	+5%	+$23.3K	0.14%	131
2018 Q1	$419K	Buy	6,338 +200	+3%	+$13.7K	0.15%	96
2017 Q4	$410K	Sell	6,138 -340	-5%	-$22.2K	0.15%	84
2017 Q3	$408K	Buy	6,478 +324	+5%	+$20K	0.13%	126
2017 Q2	$373K	Sell	6,154 -220	-3%	-$13.2K	0.08%	192
2017 Q1	$377K	Sell	6,374 -194	-3%	-$11.3K	0.08%	201
2016 Q4	$393K	Buy	+6,568	New	+$360K	0.09%	192

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Perigon Wealth Management reduced its iShares Dow Jones US ETF (IYY) stake by 5.8% in Q2 2026, selling an estimated $19.4K and leaving 1,790 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1066.

Perigon Wealth Management first reported a position in IYY in Q4 2016 and has held it in 17 quarters since. The position peaked at $545K in Q3 2018. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Perigon Wealth Management held 1,790 shares of iShares Dow Jones US ETF worth $326K as of Q2 2026.
Perigon Wealth Management sold 110 iShares Dow Jones US ETF shares in Q2 2026, an estimated $19.4K.
iShares Dow Jones US ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1066 holding.
Perigon Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2016 and has held it in 17 quarters since.
Perigon Wealth Management's iShares Dow Jones US ETF position peaked at $545K in Q3 2018.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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