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 Q2	$1.64M	Sell	11,204 -524	-4%	-$72.2K	0.11%	157
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Perennial Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.5% in Q2 2026, selling an estimated $72.2K and leaving 11,204 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #157.

Perennial Investment Advisors first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.73M in Q2 2025. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Perennial Investment Advisors held 11,204 shares of iShares Russell Mid-Cap Growth ETF worth $1.64M as of Q2 2026.
Perennial Investment Advisors sold 524 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $72.2K.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Perennial Investment Advisors's portfolio in Q2 2026, its #157 holding.
Perennial Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Perennial Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.73M in Q2 2025.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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