PIA
Perennial Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
15,273
-1,159
| -7% | -$107K | 0.14% | 140 |
|
|
2025
Q1 | $1.4M | Sell |
16,432
-1,226
| -7% | -$104K | 0.16% | 119 |
|
|
2024
Q4 | $1.56M | Buy |
17,658
+4,327
| +32% | +$383K | 0.18% | 97 |
|
|
2024
Q3 | $1.17M | Buy |
13,331
+22
| +0.2% | +$1.94K | 0.15% | 111 |
|
|
2024
Q2 | $1.08M | Sell |
13,309
-744
| -5% | -$60.3K | 0.15% | 111 |
|
|
2024
Q1 | $1.18M | Sell |
14,053
-5,221
| -27% | -$439K | 0.18% | 96 |
|
|
2023
Q4 | $1.5M | Sell |
19,274
-364
| -2% | -$28.3K | 0.25% | 74 |
|
|
2023
Q3 | $1.36M | Sell |
19,638
-21
| -0.1% | -$1.45K | 0.25% | 82 |
|
|
2023
Q2 | $1.44M | Hold |
19,659
| – | – | 0.25% | 82 |
|
|
2023
Q1 | $1.37M | Buy |
19,659
+2,362
| +14% | +$165K | 0.26% | 82 |
|
|
2022
Q4 | $1.17M | Buy |
17,297
+1
| +0% | +$67 | 0.47% | 43 |
|
|
2022
Q3 | $1.08M | Sell |
17,296
-74
| -0.4% | -$4.6K | 0.49% | 44 |
|
|
2022
Q2 | $1.13M | Sell |
17,370
-308
| -2% | -$19.9K | 0.44% | 48 |
|
|
2022
Q1 | $1.38M | Buy |
17,678
+920
| +5% | +$71.8K | 0.44% | 45 |
|
|
2021
Q4 | $1.39M | Buy |
16,758
+2,121
| +14% | +$176K | 0.43% | 49 |
|
|
2021
Q3 | $1.14M | Buy |
14,637
+1,236
| +9% | +$96.6K | 0.4% | 52 |
|
|
2021
Q2 | $1.06M | Buy |
13,401
+195
| +1% | +$15.5K | 0.39% | 57 |
|
|
2021
Q1 | $976K | Buy |
13,206
+1,515
| +13% | +$112K | 0.39% | 61 |
|
|
2020
Q4 | $801K | Buy |
11,691
+321
| +3% | +$22K | 0.34% | 64 |
|
|
2020
Q3 | $653K | Buy |
11,370
+25
| +0.2% | +$1.44K | 0.33% | 68 |
|
|
2020
Q2 | $608K | Buy |
11,345
+1,032
| +10% | +$55.3K | 0.41% | 57 |
|
|
2020
Q1 | $445K | Sell |
10,313
-359
| -3% | -$15.5K | 0.4% | 54 |
|
|
2019
Q4 | $636K | Buy |
+10,672
| New | +$636K | 0.5% | 49 |
|