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Perennial Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Perennial Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Sell
4,887
-51
-1% -$14.3K 0.1% 174
2026
Q1 		$1.22M Sell
4,938
-1,646
-25% -$425K 0.1% 174
2025
Q4 		$1.62M Sell
6,584
-652
-9% -$160K 0.13% 135
2025
Q3 		$1.75M Sell
7,236
-232
-3% -$53.2K 0.14% 121
2025
Q2 		$1.61M Buy
7,468
+535
+8% +$108K 0.16% 126
2025
Q1 		$1.38M Buy
6,933
+485
+8% +$105K 0.16% 121
2024
Q4 		$1.43M Buy
6,448
+149
+2% +$34K 0.17% 106
2024
Q3 		$1.39M Buy
6,299
+246
+4% +$52.6K 0.18% 95
2024
Q2 		$1.23M Buy
6,053
+302
+5% +$61K 0.18% 101
2024
Q1 		$1.21M Buy
5,751
+1,178
+26% +$235K 0.18% 93
2023
Q4 		$918K Sell
4,573
-209
-4% -$37.4K 0.15% 113
2023
Q3 		$845K Buy
4,782
+237
+5% +$44.5K 0.15% 115
2023
Q2 		$851K Sell
4,545
-204
-4% -$36.4K 0.15% 116
2023
Q1 		$847K Buy
4,749
+2,509
+112% +$462K 0.16% 110
2022
Q4 		$391K Buy
2,240
+964
+76% +$171K 0.16% 125
2022
Q3 		$210K Buy
+1,276
New +$233K 0.1% 176
2021
Q3 		– Sell
-939
Closed -$215K – 226
2021
Q2 		$215K Hold
939
– – 0.08% 196
2021
Q1 		$208K Buy
+939
New +$205K 0.08% 185

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Perennial Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1% in Q2 2026, selling an estimated $14.3K and leaving 4,887 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #174.

Perennial Investment Advisors first reported a position in IWM in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q3 2025. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Perennial Investment Advisors held 4,887 shares of iShares Russell 2000 ETF worth $1.47M as of Q2 2026.
  • Perennial Investment Advisors sold 51 iShares Russell 2000 ETF shares in Q2 2026, an estimated $14.3K.
  • iShares Russell 2000 ETF made up 0.1% of Perennial Investment Advisors's portfolio in Q2 2026, its #174 holding.
  • Perennial Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 18 quarters since.
  • Perennial Investment Advisors's iShares Russell 2000 ETF position peaked at $1.75M in Q3 2025.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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