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Perennial Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Perennial Investment Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$365K Buy
985
+62
+7% +$24K 0.03% 340
2025
Q4 		$357K Buy
923
+3
+0.3% +$1.15K 0.03% 341
2025
Q3 		$349K Buy
920
+1
+0.1% +$365 0.03% 333
2025
Q2 		$323K Sell
919
-133
-13% -$43.2K 0.03% 333
2025
Q1 		$334K Buy
1,052
+1
+0.1% +$335 0.04% 301
2024
Q4 		$351K Sell
1,051
-20
-2% -$6.73K 0.04% 272
2024
Q3 		$350K Buy
1,071
+1
+0.1% +$315 0.05% 263
2024
Q2 		$330K Hold
1,070
– – 0.05% 265
2024
Q1 		$321K Buy
1,070
+1
+0.1% +$285 0.05% 249
2023
Q4 		$293K Buy
1,069
+1
+0.1% +$255 0.05% 251
2023
Q3 		$262K Buy
+1,068
New +$273K 0.05% 259
2022
Q2 		– Sell
-812
Closed -$214K – 211
2022
Q1 		$214K Sell
812
-35
-4% -$9.06K 0.07% 197
2021
Q4 		$235K Buy
+847
New +$229K 0.07% 196

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Perennial Investment Advisors increased its iShares Russell 3000 ETF (IWV) stake by 6.7% in Q1 2026, buying an estimated $24K and bringing the position to 985 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #340.

Perennial Investment Advisors first reported a position in IWV in Q4 2021 and has held it in 13 quarters since. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Perennial Investment Advisors held 985 shares of iShares Russell 3000 ETF worth $365K as of Q1 2026.
  • Perennial Investment Advisors bought 62 iShares Russell 3000 ETF shares in Q1 2026, an estimated $24K.
  • iShares Russell 3000 ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #340 holding.
  • Perennial Investment Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 13 quarters since.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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