iShares S&P 500 Growth Index shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 105k | 102.50 |
| 2024-09-30 | $9.7M | 101k | 95.75 |
| 2024-06-30 | $9.2M | 100k | 92.54 |
| 2024-03-31 | $8.1M | 95k | 84.44 |
| 2023-12-31 | $2.4M | 32k | 75.10 |
| 2023-09-30 | $1.8M | 26k | 68.42 |
| 2023-06-30 | $2.1M | 29k | 70.48 |
| 2023-03-31 | $1.5M | 23k | 63.89 |
| 2022-12-31 | $1.3M | 23k | 58.50 |
| 2022-09-30 | $809k | 14k | 57.88 |
| 2022-06-30 | $844k | 14k | 60.38 |
| 2022-03-31 | $1.2M | 16k | 76.40 |
| 2021-12-31 | $1.5M | 18k | 83.68 |
| 2021-09-30 | $2.4M | 32k | 73.90 |
| 2021-06-30 | $884k | 12k | 72.75 |
| 2021-03-31 | $791k | 12k | 65.09 |
| 2020-12-31 | $857k | 13k | 63.80 |
| 2020-09-30 | $820k | 3.5k | 231.12 |
| 2020-06-30 | $736k | 3.5k | 207.44 |
| 2020-03-31 | $627k | 3.5k | 176.72 |
| 2019-12-31 | $942k | 4.8k | 195.96 |
| 2019-09-30 | $761k | 4.2k | 181.28 |
| 2019-06-30 | $756k | 4.2k | 179.15 |
| 2019-03-31 | $354k | 2.0k | 178.61 |
| 2018-12-31 | $292k | 1.8k | 159.21 |
| 2018-09-30 | $703k | 4.0k | 177.53 |
| 2018-03-31 | $19k | 121 | 157.02 |
| 2017-12-31 | $272k | 1.8k | 152.72 |
| 2017-09-30 | $304k | 2.1k | 143.19 |
| 2017-06-30 | $283k | 2.1k | 136.78 |
| 2016-09-30 | $2.0k | 18 | 111.11 |
| 2016-06-30 | $2.0k | 18 | 111.11 |
| 2011-09-30 | $809k | 14k | 57.88 |
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