Ishares Tr shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 30k | 57.31 |
| 2025-06-30 | $1.6M | 29k | 53.93 |
| 2025-03-31 | $2.0M | 44k | 46.67 |
| 2024-12-31 | $1.9M | 37k | 50.59 |
| 2024-09-30 | $1.4M | 28k | 49.08 |
| 2024-06-30 | $1.1M | 24k | 46.58 |
| 2024-03-31 | $597k | 13k | 45.15 |
| 2023-12-31 | $451k | 11k | 39.82 |
| 2023-09-30 | $337k | 9.7k | 34.66 |
| 2023-06-30 | $316k | 8.8k | 35.95 |
| 2023-03-31 | $230k | 6.9k | 33.07 |