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iShares Russell 3000 Value Index shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index 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 Russell 3000 Value Index by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 49k 95.49
2024-06-30 $4.4M 50k 88.13
2024-03-31 $4.7M 52k 90.44
2023-12-31 $4.6M 55k 84.33
2023-09-30 $3.9M 53k 74.62
2023-06-30 $4.1M 53k 78.26
2023-03-31 $4.0M 54k 73.78
2022-12-31 $3.7M 53k 70.63
2020-12-31 $66k 1.1k 62.44

More positions owned by Perigon Wealth Management

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

View all positions for Perigon Wealth Management

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Merit Financial Group
Kestra Investment Management
Jpmorgan Chase & Co
BlackRock
Commonwealth Equity Services
BlackRock
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index