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

Perennial Investment Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.7M Buy
7,942
+626
+9% +$137K 0.14% 127
2025
Q4 		$1.54M Buy
7,316
+692
+10% +$143K 0.12% 141
2025
Q3 		$1.35M Sell
6,624
-131
-2% -$26.1K 0.11% 155
2025
Q2 		$1.31M Buy
6,755
+168
+3% +$31.1K 0.13% 151
2025
Q1 		$1.24M Buy
6,587
+1,580
+32% +$301K 0.14% 135
2024
Q4 		$927K Buy
5,007
+1,361
+37% +$261K 0.11% 160
2024
Q3 		$692K Buy
3,646
+5
+0.1% +$911 0.09% 175
2024
Q2 		$635K Buy
3,641
+3
+0.1% +$525 0.09% 169
2024
Q1 		$652K Hold
3,638
– – 0.1% 164
2023
Q4 		$601K Sell
3,638
-1,636
-31% -$253K 0.1% 161
2023
Q3 		$801K Sell
5,274
-50
-0.9% -$7.93K 0.14% 122
2023
Q2 		$840K Sell
5,324
-44
-0.8% -$6.73K 0.15% 120
2023
Q1 		$817K Sell
5,368
-232
-4% -$35.8K 0.15% 116
2022
Q4 		$849K Buy
5,600
+1,484
+36% +$222K 0.35% 56
2022
Q3 		$560K Buy
4,116
+1,138
+38% +$171K 0.25% 77
2022
Q2 		$431K Buy
2,978
+317
+12% +$49.6K 0.17% 115
2022
Q1 		$442K Buy
2,661
+15
+0.6% +$2.46K 0.14% 126
2021
Q4 		$444K Buy
+2,646
New +$434K 0.14% 132

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Perennial Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 8.6% in Q1 2026, buying an estimated $137K and bringing the position to 7,942 shares worth $1.7M. The position accounts for 0.14% of the portfolio, ranked #127.

Perennial Investment Advisors first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Perennial Investment Advisors held 7,942 shares of iShares Russell 1000 Value ETF worth $1.7M as of Q1 2026.
  • Perennial Investment Advisors bought 626 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $137K.
  • iShares Russell 1000 Value ETF made up 0.14% of Perennial Investment Advisors's portfolio in Q1 2026, its #127 holding.
  • Perennial Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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