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iShares Russell Midcap Index Fund shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Midcap Index Fund by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 35k 88.14
2024-06-30 $2.5M 31k 81.08
2024-03-31 $2.6M 31k 84.09
2023-12-31 $2.4M 31k 77.73
2023-09-30 $2.1M 30k 69.25
2023-06-30 $2.2M 30k 73.03
2023-03-31 $2.5M 36k 69.92
2022-12-31 $2.5M 37k 67.45
2022-09-30 $1.2M 19k 62.17
2022-06-30 $1.2M 19k 64.68
2022-03-31 $1.5M 19k 78.04
2021-12-31 $1.6M 19k 83.01
2021-09-30 $1.2M 16k 78.24
2021-06-30 $1.2M 16k 79.27
2021-03-31 $1.2M 16k 73.90
2020-12-31 $1.1M 16k 68.54
2020-09-30 $898k 16k 57.36
2020-06-30 $839k 16k 53.59
2020-03-31 $763k 16k 47.52
2019-12-31 $1.2M 20k 59.70
2019-09-30 $1.1M 19k 55.89
2019-06-30 $1.1M 21k 55.88
2019-03-31 $1.2M 22k 55.42
2018-12-31 $1.0M 21k 50.63
2018-03-31 $58k 280 207.14
2017-12-31 $58k 280 207.14
2017-09-30 $55k 280 196.43
2017-06-30 $54k 280 192.86
2017-03-31 $52k 280 185.71
2016-12-31 $53k 280 189.29
2016-09-30 $49k 280 175.00
2011-09-30 $1.2M 19k 62.17

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 Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Morgan Stanley
Bank of New York Mellon
Jpmorgan Chase & Co
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Amg National Trust Bank
Branch Banking & Trust Company
Goldman Sachs Group

View all funds holding iShares Russell Midcap Index Fund