Perennial Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.44M | Hold |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $976K | Buy |
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|
2020
Q4 | $801K | Buy |
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|
2020
Q3 | $653K | Buy |
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|
2020
Q2 | $608K | Buy |
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|
2020
Q1 | $445K | Sell |
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|
2019
Q4 | $636K | Buy |
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