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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
Q2 		$2.44M Buy
17,750
+339
+2% +$44.8K 0.16% 118
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 $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Perennial Investment Advisors's IVW Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 1.9% in Q2 2026, buying an estimated $44.8K and bringing the position to 17,750 shares worth $2.44M. The position accounts for 0.16% of the portfolio, ranked #118.

Perennial Investment Advisors first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Perennial Investment Advisors held 17,750 shares of iShares S&P 500 Growth ETF worth $2.44M as of Q2 2026.
  • Perennial Investment Advisors bought 339 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $44.8K.
  • iShares S&P 500 Growth ETF made up 0.16% of Perennial Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Perennial Investment Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.