Perennial Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Perennial Investment Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.5M	Buy	11,728 +2	+0%	+$271	0.12%	144
2025 Q4	$1.61M	Sell	11,726 -272	-2%	-$38K	0.13%	136
2025 Q3	$1.71M	Sell	11,998 -475	-4%	-$67.1K	0.14%	123
2025 Q2	$1.73M	Sell	12,473 -231	-2%	-$29.2K	0.17%	115
2025 Q1	$1.49M	Sell	12,704 -82	-0.6%	-$10.5K	0.17%	111
2024 Q4	$1.62M	Buy	12,786 +19	+0.1%	+$2.42K	0.19%	94
2024 Q3	$1.5M	Sell	12,767 -246	-2%	-$27.5K	0.19%	92
2024 Q2	$1.44M	Sell	13,013 -21	-0.2%	-$2.31K	0.2%	83
2024 Q1	$1.49M	Sell	13,034 -139	-1%	-$15K	0.23%	78
2023 Q4	$1.38M	Buy	13,173 +124	+1%	+$11.8K	0.23%	82
2023 Q3	$1.19M	Sell	13,049 -52	-0.4%	-$4.97K	0.22%	93
2023 Q2	$1.27M	Sell	13,101 -509	-4%	-$46.4K	0.22%	92
2023 Q1	$1.24M	Buy	+13,610	New	+$1.21M	0.23%	92

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Perennial Investment Advisors's IWP Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.02% in Q1 2026, buying an estimated $271 and bringing the position to 11,728 shares worth $1.5M. The position accounts for 0.12% of the portfolio, ranked #144.

Perennial Investment Advisors first reported a position in IWP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q2 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Perennial Investment Advisors held 11,728 shares of iShares Russell Mid-Cap Growth ETF worth $1.5M as of Q1 2026.
Perennial Investment Advisors bought 2 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $271.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Perennial Investment Advisors's portfolio in Q1 2026, its #144 holding.
Perennial Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.73M in Q2 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.