iShares Russell 2000 Index shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $12M | 60k | 202.89 |
| 2024-03-31 | $13M | 60k | 210.30 |
| 2023-12-31 | $12M | 58k | 200.71 |
| 2023-09-30 | $9.4M | 53k | 176.74 |
| 2023-06-30 | $9.5M | 51k | 187.27 |
| 2023-03-31 | $9.3M | 52k | 178.40 |
| 2022-12-31 | $8.8M | 51k | 174.36 |
| 2022-09-30 | $5.4M | 33k | 164.93 |
| 2022-06-30 | $5.2M | 31k | 169.36 |
| 2022-03-31 | $7.1M | 34k | 205.28 |
| 2021-12-31 | $7.6M | 34k | 222.46 |
| 2021-09-30 | $1.5M | 6.7k | 218.79 |
| 2021-06-30 | $8.2M | 36k | 229.36 |
| 2021-03-31 | $7.6M | 34k | 220.95 |
| 2020-12-31 | $6.6M | 33k | 196.06 |
| 2020-09-30 | $5.0M | 33k | 149.79 |
| 2020-06-30 | $4.9M | 35k | 143.18 |
| 2020-03-31 | $4.4M | 36k | 123.73 |
| 2019-12-31 | $77k | 33k | 2.33 |
| 2019-09-30 | $4.5M | 30k | 151.40 |
| 2019-06-30 | $4.8M | 31k | 155.51 |
| 2019-03-31 | $4.7M | 30k | 156.73 |
| 2018-12-31 | $4.1M | 28k | 147.36 |
| 2018-09-30 | $4.0M | 24k | 169.02 |
| 2018-06-30 | $2.4M | 16k | 151.84 |
| 2018-03-31 | $2.4M | 16k | 151.84 |
| 2017-12-31 | $2.2M | 15k | 152.44 |
| 2017-09-30 | $2.0M | 14k | 148.20 |
| 2017-06-30 | $1.9M | 13k | 140.95 |
| 2017-03-31 | $1.7M | 13k | 137.45 |
| 2016-12-31 | $1.7M | 13k | 138.69 |
| 2016-09-30 | $1.2M | 9.9k | 124.27 |
| 2016-06-30 | $1.1M | 9.5k | 115.00 |
| 2015-12-31 | $895k | 7.9k | 112.69 |
| 2015-09-30 | $864k | 7.9k | 109.20 |
| 2015-06-30 | $963k | 7.7k | 124.90 |
| 2015-03-31 | $952k | 7.7k | 124.31 |
| 2014-12-31 | $880k | 7.4k | 119.63 |
| 2014-09-30 | $766k | 7.0k | 109.37 |
| 2014-06-30 | $832k | 7.0k | 118.82 |
| 2014-03-31 | $212k | 1.8k | 116.48 |
| 2011-09-30 | $5.4M | 33k | 164.93 |
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