Perennial Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
12,473
-231
| -2% | -$32K | 0.17% | 115 |
|
|
2025
Q1 | $1.49M | Sell |
12,704
-82
| -0.6% | -$9.63K | 0.17% | 111 |
|
|
2024
Q4 | $1.62M | Buy |
12,786
+19
| +0.1% | +$2.41K | 0.19% | 94 |
|
|
2024
Q3 | $1.5M | Sell |
12,767
-246
| -2% | -$28.8K | 0.19% | 92 |
|
|
2024
Q2 | $1.44M | Sell |
13,013
-21
| -0.2% | -$2.32K | 0.2% | 83 |
|
|
2024
Q1 | $1.49M | Sell |
13,034
-139
| -1% | -$15.9K | 0.23% | 78 |
|
|
2023
Q4 | $1.38M | Buy |
13,173
+124
| +1% | +$13K | 0.23% | 82 |
|
|
2023
Q3 | $1.19M | Sell |
13,049
-52
| -0.4% | -$4.75K | 0.22% | 93 |
|
|
2023
Q2 | $1.27M | Sell |
13,101
-509
| -4% | -$49.2K | 0.22% | 91 |
|
|
2023
Q1 | $1.24M | Buy |
+13,610
| New | +$1.24M | 0.23% | 92 |
|