PIA
Perennial Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
7,421
-700
| -9% | -$297K | 0.3% | 70 |
|
|
2025
Q1 | $2.93M | Buy |
8,121
+1,395
| +21% | +$504K | 0.33% | 60 |
|
|
2024
Q4 | $2.7M | Sell |
6,726
-1,190
| -15% | -$478K | 0.32% | 67 |
|
|
2024
Q3 | $2.97M | Buy |
7,916
+8
| +0.1% | +$3K | 0.39% | 55 |
|
|
2024
Q2 | $2.88M | Sell |
7,908
-351
| -4% | -$128K | 0.41% | 50 |
|
|
2024
Q1 | $2.78M | Sell |
8,259
-4,665
| -36% | -$1.57M | 0.42% | 48 |
|
|
2023
Q4 | $3.92M | Sell |
12,924
-2,447
| -16% | -$742K | 0.65% | 38 |
|
|
2023
Q3 | $4.09M | Sell |
15,371
-58
| -0.4% | -$15.4K | 0.74% | 33 |
|
|
2023
Q2 | $4.25M | Buy |
15,429
+68
| +0.4% | +$18.7K | 0.75% | 29 |
|
|
2023
Q1 | $3.75M | Buy |
15,361
+830
| +6% | +$203K | 0.7% | 33 |
|
|
2022
Q4 | $3.11M | Buy |
14,531
+1,001
| +7% | +$214K | 1.27% | 17 |
|
|
2022
Q3 | $2.85M | Buy |
13,530
+873
| +7% | +$184K | 1.29% | 15 |
|
|
2022
Q2 | $2.77M | Sell |
12,657
-272
| -2% | -$59.5K | 1.08% | 17 |
|
|
2022
Q1 | $3.59M | Sell |
12,929
-88
| -0.7% | -$24.4K | 1.13% | 17 |
|
|
2021
Q4 | $3.98M | Buy |
13,017
+1,721
| +15% | +$526K | 1.24% | 12 |
|
|
2021
Q3 | $3.1M | Buy |
11,296
+212
| +2% | +$58.2K | 1.1% | 16 |
|
|
2021
Q2 | $3.01M | Sell |
11,084
-278
| -2% | -$75.5K | 1.1% | 15 |
|
|
2021
Q1 | $2.76M | Buy |
11,362
+797
| +8% | +$194K | 1.09% | 18 |
|
|
2020
Q4 | $2.55M | Sell |
10,565
-218
| -2% | -$52.6K | 1.09% | 19 |
|
|
2020
Q3 | $2.34M | Buy |
10,783
+209
| +2% | +$45.3K | 1.17% | 18 |
|
|
2020
Q2 | $2.03M | Sell |
10,574
-989
| -9% | -$190K | 1.37% | 17 |
|
|
2020
Q1 | $1.74M | Buy |
11,563
+608
| +6% | +$91.6K | 1.55% | 17 |
|
|
2019
Q4 | $1.93M | Buy |
+10,955
| New | +$1.93M | 1.52% | 15 |
|