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

Perennial Investment Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Buy
10,309
+80
+0.8% +$7.99K 0.08% 193
2025
Q4 		$985K Sell
10,229
-4,531
-31% -$436K 0.08% 191
2025
Q3 		$1.43M Sell
14,760
-513
-3% -$48.6K 0.12% 143
2025
Q2 		$1.4M Sell
15,273
-1,159
-7% -$100K 0.14% 140
2025
Q1 		$1.4M Sell
16,432
-1,226
-7% -$109K 0.16% 119
2024
Q4 		$1.56M Buy
17,658
+4,327
+32% +$393K 0.18% 97
2024
Q3 		$1.17M Buy
13,331
+22
+0.2% +$1.85K 0.15% 111
2024
Q2 		$1.08M Sell
13,309
-744
-5% -$60.6K 0.15% 111
2024
Q1 		$1.18M Sell
14,053
-5,221
-27% -$414K 0.18% 96
2023
Q4 		$1.5M Sell
19,274
-364
-2% -$25.9K 0.25% 74
2023
Q3 		$1.36M Sell
19,638
-21
-0.1% -$1.53K 0.25% 82
2023
Q2 		$1.44M Hold
19,659
– – 0.25% 83
2023
Q1 		$1.37M Buy
19,659
+2,362
+14% +$167K 0.26% 82
2022
Q4 		$1.17M Buy
17,297
+1
+0% +$67 0.47% 43
2022
Q3 		$1.07M Sell
17,296
-74
-0.4% -$5.09K 0.49% 44
2022
Q2 		$1.13M Sell
17,370
-308
-2% -$21.9K 0.44% 48
2022
Q1 		$1.38M Buy
17,678
+920
+5% +$70.8K 0.44% 45
2021
Q4 		$1.39M Buy
16,758
+2,121
+14% +$174K 0.43% 49
2021
Q3 		$1.14M Buy
14,637
+1,236
+9% +$99K 0.4% 52
2021
Q2 		$1.06M Buy
13,401
+195
+1% +$15.1K 0.39% 57
2021
Q1 		$976K Buy
13,206
+1,515
+13% +$110K 0.39% 61
2020
Q4 		$801K Buy
11,691
+321
+3% +$20.4K 0.34% 64
2020
Q3 		$653K Buy
11,370
+25
+0.2% +$1.42K 0.33% 68
2020
Q2 		$608K Buy
11,345
+1,032
+10% +$51.7K 0.41% 57
2020
Q1 		$445K Sell
10,313
-359
-3% -$19.8K 0.4% 54
2019
Q4 		$636K Buy
+10,672
New +$613K 0.5% 49

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Perennial Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.78% in Q1 2026, buying an estimated $7.99K and bringing the position to 10,309 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #193.

Perennial Investment Advisors first reported a position in IWR in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.56M in Q4 2024. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Perennial Investment Advisors held 10,309 shares of iShares Russell Mid-Cap ETF worth $1M as of Q1 2026.
  • Perennial Investment Advisors bought 80 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $7.99K.
  • iShares Russell Mid-Cap ETF made up 0.08% of Perennial Investment Advisors's portfolio in Q1 2026, its #193 holding.
  • Perennial Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $1.56M in Q4 2024.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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