Perennial Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
2,054
+65
| +3% | +$22.1K | 0.07% | 213 |
|
|
2025
Q1 | $610K | Buy |
1,989
+1,229
| +162% | +$377K | 0.07% | 216 |
|
|
2024
Q4 | $245K | Buy |
760
+10
| +1% | +$3.22K | 0.03% | 344 |
|
|
2024
Q3 | $236K | Hold |
750
| – | – | 0.03% | 333 |
|
|
2024
Q2 | $223K | Sell |
750
-15
| -2% | -$4.46K | 0.03% | 326 |
|
|
2024
Q1 | $220K | Buy |
+765
| New | +$220K | 0.03% | 304 |
|