Perennial Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Perennial Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$695K	Sell	1,949 -48	-2%	-$17.9K	0.06%	242
2025 Q4	$746K	Sell	1,997 -39	-2%	-$14.4K	0.06%	225
2025 Q3	$744K	Sell	2,036 -18	-0.9%	-$6.34K	0.06%	220
2025 Q2	$698K	Buy	2,054 +65	+3%	+$20.4K	0.07%	213
2025 Q1	$610K	Buy	1,989 +1,229	+162%	+$397K	0.07%	216
2024 Q4	$245K	Buy	760 +10	+1%	+$3.24K	0.03%	346
2024 Q3	$236K	Hold	750	–	–	0.03%	336
2024 Q2	$223K	Sell	750 -15	-2%	-$4.31K	0.03%	330
2024 Q1	$220K	Buy	+765	New	+$210K	0.03%	307

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Perennial Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 2.4% in Q1 2026, selling an estimated $17.9K and leaving 1,949 shares worth $695K. The position accounts for 0.06% of the portfolio, ranked #242.

Perennial Investment Advisors first reported a position in IWB in Q1 2024 and has held it in 9 quarters since. The position peaked at $746K in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Perennial Investment Advisors held 1,949 shares of iShares Russell 1000 ETF worth $695K as of Q1 2026.
Perennial Investment Advisors sold 48 iShares Russell 1000 ETF shares in Q1 2026, an estimated $17.9K.
iShares Russell 1000 ETF made up 0.06% of Perennial Investment Advisors's portfolio in Q1 2026, its #242 holding.
Perennial Investment Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 9 quarters since.
Perennial Investment Advisors's iShares Russell 1000 ETF position peaked at $746K in Q4 2025.
1,467 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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