Ishares Tr rus200 grw idx shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Ishares Tr rus200 grw idx
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Quarterly reported holdings in Ishares Tr rus200 grw idx by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 24k | 273.66 |
| 2025-06-30 | $5.4M | 22k | 246.51 |
| 2025-03-31 | $4.5M | 22k | 210.94 |
| 2024-12-31 | $4.4M | 19k | 234.09 |
| 2024-09-30 | $2.9M | 13k | 220.05 |
| 2024-06-30 | $1.9M | 8.8k | 214.52 |
| 2024-03-31 | $1.1M | 5.8k | 195.09 |
| 2023-12-31 | $668k | 3.8k | 175.22 |
| 2023-09-30 | $666k | 4.3k | 153.83 |
| 2023-06-30 | $687k | 4.3k | 158.56 |
| 2023-03-31 | $708k | 5.1k | 138.93 |
| 2022-12-31 | $614k | 5.1k | 120.53 |
| 2021-09-30 | $597k | 3.9k | 152.69 |
| 2020-12-31 | $26k | 197 | 131.98 |