PIA
Perennial Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
7,468
+535
| +8% | +$115K | 0.16% | 126 |
|
|
2025
Q1 | $1.38M | Buy |
6,933
+485
| +8% | +$96.8K | 0.16% | 121 |
|
|
2024
Q4 | $1.43M | Buy |
6,448
+149
| +2% | +$32.9K | 0.17% | 106 |
|
|
2024
Q3 | $1.39M | Buy |
6,299
+246
| +4% | +$54.4K | 0.18% | 95 |
|
|
2024
Q2 | $1.23M | Buy |
6,053
+302
| +5% | +$61.3K | 0.18% | 101 |
|
|
2024
Q1 | $1.21M | Buy |
5,751
+1,178
| +26% | +$248K | 0.18% | 93 |
|
|
2023
Q4 | $918K | Sell |
4,573
-209
| -4% | -$42K | 0.15% | 112 |
|
|
2023
Q3 | $845K | Buy |
4,782
+237
| +5% | +$41.9K | 0.15% | 115 |
|
|
2023
Q2 | $851K | Sell |
4,545
-204
| -4% | -$38.2K | 0.15% | 115 |
|
|
2023
Q1 | $847K | Buy |
4,749
+2,509
| +112% | +$448K | 0.16% | 110 |
|
|
2022
Q4 | $391K | Buy |
2,240
+964
| +76% | +$168K | 0.16% | 125 |
|
|
2022
Q3 | $210K | Buy |
+1,276
| New | +$210K | 0.1% | 176 |
|
|
2021
Q3 | – | Sell |
-939
| Closed | -$215K | – | 226 |
|
|
2021
Q2 | $215K | Hold |
939
| – | – | 0.08% | 196 |
|
|
2021
Q1 | $208K | Buy |
+939
| New | +$208K | 0.08% | 185 |
|