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

Perennial Investment Advisors’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.74M Sell
30,085
-259
-0.9% -$31.2K 0.25% 76
2026
Q1 		$3.23M Buy
30,344
+404
+1% +$45.9K 0.26% 83
2025
Q4 		$3.54M Buy
29,940
+452
+2% +$53.5K 0.28% 72
2025
Q3 		$3.45M Sell
29,488
-196
-0.7% -$21.8K 0.28% 70
2025
Q2 		$3.15M Sell
29,684
-2,800
-9% -$268K 0.3% 70
2025
Q1 		$2.93M Buy
32,484
+5,580
+21% +$550K 0.33% 60
2024
Q4 		$2.7M Sell
26,904
-4,760
-15% -$468K 0.32% 67
2024
Q3 		$2.97M Buy
31,664
+32
+0.1% +$2.9K 0.39% 55
2024
Q2 		$2.88M Sell
31,632
-1,404
-4% -$120K 0.41% 50
2024
Q1 		$2.78M Sell
33,036
-18,660
-36% -$1.5M 0.42% 48
2023
Q4 		$3.92M Sell
51,696
-9,788
-16% -$692K 0.65% 38
2023
Q3 		$4.09M Sell
61,484
-232
-0.4% -$16K 0.74% 33
2023
Q2 		$4.25M Buy
61,716
+272
+0.4% +$17.3K 0.75% 29
2023
Q1 		$3.75M Buy
61,444
+3,320
+6% +$191K 0.7% 33
2022
Q4 		$3.11M Buy
58,124
+4,004
+7% +$220K 1.27% 17
2022
Q3 		$2.85M Buy
54,120
+3,492
+7% +$205K 1.29% 15
2022
Q2 		$2.77M Sell
50,628
-1,088
-2% -$65.3K 1.08% 17
2022
Q1 		$3.59M Sell
51,716
-352
-0.7% -$24K 1.13% 17
2021
Q4 		$3.98M Buy
52,068
+6,884
+15% +$510K 1.24% 12
2021
Q3 		$3.1M Buy
45,184
+848
+2% +$60K 1.1% 16
2021
Q2 		$3.01M Sell
44,336
-1,112
-2% -$71.7K 1.1% 15
2021
Q1 		$2.76M Buy
45,448
+3,188
+8% +$194K 1.09% 18
2020
Q4 		$2.55M Sell
42,260
-872
-2% -$49.6K 1.09% 19
2020
Q3 		$2.34M Buy
43,132
+836
+2% +$44K 1.17% 18
2020
Q2 		$2.03M Sell
42,296
-3,956
-9% -$174K 1.37% 17
2020
Q1 		$1.74M Buy
46,252
+2,432
+6% +$105K 1.55% 17
2019
Q4 		$1.93M Buy
+43,820
New +$1.83M 1.52% 15

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Perennial Investment Advisors reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.85% in Q2 2026, selling an estimated $31.2K and leaving 30,085 shares worth $3.74M. The position accounts for 0.25% of the portfolio, ranked #76.

Perennial Investment Advisors first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.25M in Q2 2023. 2,514 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Perennial Investment Advisors held 30,085 shares of iShares Russell 1000 Growth ETF worth $3.74M as of Q2 2026.
  • Perennial Investment Advisors sold 259 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $31.2K.
  • iShares Russell 1000 Growth ETF made up 0.25% of Perennial Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Perennial Investment Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • Perennial Investment Advisors's iShares Russell 1000 Growth ETF position peaked at $4.25M in Q2 2023.
  • 2,514 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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