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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 |
|