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Ishares Tr shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Ishares Tr

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All positions including Ishares Tr 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 Tr by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $258k 4.4k 58.30
2026-06-30 $270k 4.8k 56.79
2026-03-31 $242k 4.9k 49.22

More positions owned by Perigon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Gmo Etf Trust Us Quality Etf (QLTY)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Dimensional Etf Trust Us Cor Equ 2 Etf
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Perigon Wealth Management

Top funds holding Ishares Tr

University of Cambridge Investment Management
Sun Life Financial
LPL Financial
Becker Capital Management
Brown Advisory Holdings Incorporated
Keybank National Association
Thrivent Financial for Lutherans
Franklin Resources
Wharton Business Group
JNBA Financial Advisors
Bank of New York Mellon
Alpine Bank Wealth Management
Atlantic Private Wealth
BSW Wealth Partners
Raymond James Financial

View all funds holding Ishares Tr