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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
Q2 		$820K Buy
2,002
+53
+3% +$21K 0.05% 241
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Perennial Investment Advisors increased its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q2 2026, buying an estimated $21K and bringing the position to 2,002 shares worth $820K. The position accounts for 0.05% of the portfolio, ranked #241.

Perennial Investment Advisors first reported a position in IWB in Q1 2024 and has held it in 10 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Perennial Investment Advisors held 2,002 shares of iShares Russell 1000 ETF worth $820K as of Q2 2026.
  • Perennial Investment Advisors bought 53 iShares Russell 1000 ETF shares in Q2 2026, an estimated $21K.
  • iShares Russell 1000 ETF made up 0.05% of Perennial Investment Advisors's portfolio in Q2 2026, its #241 holding.
  • Perennial Investment Advisors first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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