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Perennial Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Perennial Investment Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Buy
17,411
+1,429
+9% +$172K 0.16% 114
2025
Q4 		$1.97M Sell
15,982
-533
-3% -$65.2K 0.16% 116
2025
Q3 		$1.99M Sell
16,515
-707
-4% -$81.3K 0.16% 110
2025
Q2 		$1.9M Sell
17,222
-1,250
-7% -$124K 0.18% 109
2025
Q1 		$1.71M Buy
18,472
+304
+2% +$30.6K 0.19% 99
2024
Q4 		$1.84M Sell
18,168
-82
-0.4% -$8.18K 0.22% 85
2024
Q3 		$1.75M Buy
18,250
+844
+5% +$77.9K 0.23% 79
2024
Q2 		$1.61M Buy
17,406
+3,113
+22% +$268K 0.23% 79
2024
Q1 		$1.21M Buy
14,293
+3,037
+27% +$244K 0.18% 94
2023
Q4 		$845K Buy
11,256
+263
+2% +$18.7K 0.14% 122
2023
Q3 		$752K Buy
10,993
+1,777
+19% +$126K 0.14% 130
2023
Q2 		$650K Sell
9,216
-519
-5% -$34.3K 0.11% 149
2023
Q1 		$622K Buy
9,735
+82
+0.8% +$5.01K 0.12% 148
2022
Q4 		$565K Buy
9,653
+4,498
+87% +$270K 0.23% 89
2022
Q3 		$298K Hold
5,155
– – 0.14% 132
2022
Q2 		$312K Hold
5,155
– – 0.12% 137
2022
Q1 		$394K Hold
5,155
– – 0.12% 138
2021
Q4 		$430K Buy
+5,155
New +$415K 0.13% 139

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Perennial Investment Advisors's IVW Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 8.9% in Q1 2026, buying an estimated $172K and bringing the position to 17,411 shares worth $1.97M. The position accounts for 0.16% of the portfolio, ranked #114.

Perennial Investment Advisors first reported a position in IVW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.99M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Perennial Investment Advisors held 17,411 shares of iShares S&P 500 Growth ETF worth $1.97M as of Q1 2026.
  • Perennial Investment Advisors bought 1,429 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $172K.
  • iShares S&P 500 Growth ETF made up 0.16% of Perennial Investment Advisors's portfolio in Q1 2026, its #114 holding.
  • Perennial Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Perennial Investment Advisors's iShares S&P 500 Growth ETF position peaked at $1.99M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.