ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

Perigon Wealth Management, LLC's Holding History (CIK: 0001575239)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 23,107 Value ($000) $6,399 Avg Close — Range —
Q3 2025
Shares 23,504 Value ($000) $6,432 Avg Close — Range —
Q2 2025
Shares 21,869 Value ($000) $5,391 Avg Close — Range —
Q1 2025
Shares 21,564 Value ($000) $4,549 Avg Close — Range —
Q4 2024
Shares 18,944 Value ($000) $4,435 Avg Close — Range —
Q3 2024
Shares 13,369 Value ($000) $2,942 Avg Close — Range —
Q2 2024
Shares 8,828 Value ($000) $1,894 Avg Close — Range —
Q1 2024
Shares 5,827 Value ($000) $1,137 Avg Close — Range —
Q4 2023
Shares 3,811 Value ($000) $668 Avg Close — Range —
Q3 2023
Shares 4,332 Value ($000) $666 Avg Close — Range —
Q2 2023
Shares 4,332 Value ($000) $687 Avg Close — Range —
Q1 2023
Shares 5,097 Value ($000) $708 Avg Close — Range —
Q4 2022
Shares 5,097 Value ($000) $614 Avg Close — Range —
Q4 2020
Shares 197 Value ($000) $26 Avg Close — Range —