Ishares Morningstar shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Ishares Morningstar
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Quarterly reported holdings in Ishares Morningstar by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 69k | 21.28 |
| 2025-06-30 | $1.2M | 59k | 20.76 |
| 2025-03-31 | $1.1M | 56k | 20.08 |
| 2024-12-31 | $1.1M | 54k | 19.69 |
| 2024-09-30 | $1.1M | 55k | 20.66 |
| 2024-06-30 | $1.1M | 54k | 19.84 |