iShares Russell 1000 Index shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 55k | 288.03 |
| 2023-12-31 | $14M | 55k | 262.26 |
| 2023-09-30 | $12M | 52k | 234.91 |
| 2023-06-30 | $13M | 52k | 243.74 |
| 2023-03-31 | $5.9M | 26k | 225.23 |
| 2022-12-31 | $5.4M | 26k | 210.52 |
| 2022-09-30 | $940k | 4.8k | 197.31 |
| 2022-06-30 | $994k | 4.8k | 207.73 |
| 2022-03-31 | $1.3M | 5.3k | 250.05 |
| 2021-12-31 | $1.4M | 5.3k | 264.34 |
| 2021-09-30 | $1.3M | 5.3k | 241.80 |
| 2021-06-30 | $1.3M | 5.3k | 242.17 |
| 2021-03-31 | $1.8M | 8.2k | 223.77 |
| 2020-12-31 | $1.8M | 8.3k | 211.79 |
| 2020-09-30 | $1.4M | 7.5k | 187.21 |
| 2020-06-30 | $1.4M | 8.0k | 171.67 |
| 2020-03-31 | $1.2M | 7.9k | 153.00 |
| 2019-12-31 | $1.3M | 7.4k | 179.38 |
| 2019-09-30 | $1.2M | 7.4k | 165.67 |
| 2019-06-30 | $1.3M | 7.7k | 162.74 |
| 2019-03-31 | $1.4M | 8.6k | 162.47 |
| 2018-12-31 | $1.3M | 8.6k | 147.79 |
| 2018-03-31 | $29k | 200 | 145.00 |
| 2017-12-31 | $30k | 200 | 150.00 |
| 2017-09-30 | $28k | 200 | 140.00 |
| 2017-06-30 | $27k | 200 | 135.00 |
| 2017-03-31 | $26k | 200 | 130.00 |
| 2016-12-31 | $27k | 200 | 135.00 |
| 2016-09-30 | $24k | 200 | 120.00 |
| 2016-06-30 | $35k | 300 | 116.67 |
| 2011-09-30 | $940k | 4.8k | 197.31 |
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