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

Perennial Advisors’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$470K	Hold	3,784	–	–	0.07%	102
2026 Q1	$403K	Hold	3,784	–	–	0.07%	94
2025 Q4	$448K	Hold	3,784	–	–	0.08%	88
2025 Q3	$443K	Sell	3,784 -264	-7%	-$29.4K	0.08%	89
2025 Q2	$430K	Sell	4,048 -40	-1%	-$3.83K	0.08%	86
2025 Q1	$369K	Buy	+4,088	New	+$403K	0.07%	90
2024 Q2	$386K	Hold	4,236	–	–	0.09%	85
2024 Q1	$357K	Hold	4,236	–	–	0.08%	87
2023 Q4	$321K	Hold	4,236	–	–	0.08%	89
2023 Q3	$282K	Sell	4,236 -8	-0.2%	-$552	0.08%	91
2023 Q2	$292K	Hold	4,244	–	–	0.07%	94
2023 Q1	$259K	Buy	+4,244	New	+$245K	0.07%	86

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Perennial Advisors's IWF Position: Q2 2026 in Review

Perennial Advisors held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,784 shares worth $470K. The position accounts for 0.07% of the portfolio, ranked #102.

Perennial Advisors first reported a position in IWF in Q1 2023 and has held it in 12 quarters since. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Perennial Advisors held 3,784 shares of iShares Russell 1000 Growth ETF worth $470K as of Q2 2026.
Perennial Advisors left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.07% of Perennial Advisors's portfolio in Q2 2026, its #102 holding.
Perennial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q1 2023 and has held it in 12 quarters since.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.