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iShares Dow Jones US Oil Equip. shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Oil Equip. (IEZ) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in iShares Dow Jones US Oil Equip.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil Equip. held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Oil Equip. by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 12k 23.65
2023-12-31 $252k 12k 21.92
2023-09-30 $276k 12k 24.04
2023-06-30 $231k 12k 20.12
2023-03-31 $227k 12k 19.32
2022-12-31 $249k 12k 21.20
2022-09-30 $161k 11k 14.37
2022-06-30 $179k 11k 15.98
2022-03-31 $218k 11k 19.32
2011-09-30 $161k 11k 14.37

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding iShares Dow Jones US Oil Equip.

Advisor Group Holdings
Royal Bank of Canada
Wells Fargo & Company
Stifel Financial
Bank of America Corporation
SPC Financial
Advisory Services Network
Goldman Sachs Group
Allianz Asset Management
Prospera Financial Services
Amica Mutual Insurance Company
Van Cleef Asset Management
Well Done
Cadent Capital Advisors
UBS Group

View all funds holding iShares Dow Jones US Oil Equip.