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iShares Dow Jones US Industrial shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Industrial (IYJ) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in iShares Dow Jones US Industrial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Industrial 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 Dow Jones US Industrial by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 17k 125.71
2023-12-31 $1.9M 16k 114.36

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 Dow Jones US Industrial

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
UBS Group
LPL Financial
Royal Bank of Canada
Bank Of Montreal
Green Harvest Asset Management
Prospera Financial Services
Raymond James Financial Services Advisors
Ameriprise Financial
Advisor Group Holdings
Goldman Sachs Group
Ferguson Wellman Capital Management
MinichMacGregor Wealth Management

View all funds holding iShares Dow Jones US Industrial