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Perennial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$430K Sell
1,012
-10
-1% -$4.24K 0.08% 85
2025
Q1
$369K Buy
+1,022
New +$369K 0.07% 89
2024
Q2
$386K Hold
1,059
0.09% 85
2024
Q1
$357K Hold
1,059
0.08% 87
2023
Q4
$321K Hold
1,059
0.08% 89
2023
Q3
$282K Sell
1,059
-2
-0.2% -$532 0.08% 91
2023
Q2
$292K Hold
1,061
0.07% 94
2023
Q1
$259K Buy
+1,061
New +$259K 0.07% 86