Perennial Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $918K | Sell |
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|
2023
Q3 | $845K | Buy |
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|
2023
Q2 | $851K | Sell |
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|
2023
Q1 | $847K | Buy |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $210K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $215K | Hold |
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|
2021
Q1 | $208K | Buy |
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