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iShares S&P SmallCap 600 Index shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 S&P SmallCap 600 Index by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 166k 110.52
2023-12-31 $15M 134k 108.25
2023-09-30 $11M 115k 94.33
2023-06-30 $11M 114k 99.65
2023-03-31 $14M 146k 96.70
2022-12-31 $14M 149k 94.64
2022-09-30 $5.2M 59k 87.19
2022-06-30 $4.3M 46k 92.40
2022-03-31 $7.1M 66k 107.89
2021-12-31 $8.1M 70k 114.51
2021-09-30 $12M 110k 109.19
2021-06-30 $6.5M 58k 112.99
2021-03-31 $5.7M 53k 108.54
2020-12-31 $4.1M 45k 91.90
2020-09-30 $2.7M 38k 70.24
2020-06-30 $2.3M 34k 68.30
2020-03-31 $2.4M 39k 61.02
2019-12-31 $2.3M 27k 83.80
2019-09-30 $1.8M 24k 77.48
2019-06-30 $2.0M 26k 78.29
2019-03-31 $2.0M 26k 79.21
2018-12-31 $2.0M 26k 75.76
2018-09-30 $3.5M 40k 87.53
2018-06-30 $2.1M 27k 77.00
2018-03-31 $2.1M 27k 77.00
2017-12-31 $2.4M 31k 76.81
2017-09-30 $1.9M 26k 74.22
2017-06-30 $1.8M 26k 70.10
2017-03-31 $2.4M 34k 69.16
2016-12-31 $2.6M 37k 69.77
2016-09-30 $2.2M 18k 124.17
2016-06-30 $1.8M 16k 116.19
2015-12-31 $1.7M 16k 110.09
2015-09-30 $1.7M 16k 106.59
2015-06-30 $2.0M 17k 117.85
2015-03-31 $2.0M 17k 118.04
2014-12-31 $2.0M 17k 114.06
2014-09-30 $1.7M 17k 104.31
2014-06-30 $1.9M 17k 112.09
2014-03-31 $1.9M 17k 110.12
2013-12-31 $1.8M 17k 109.10
2011-09-30 $5.2M 59k 87.19

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index