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Perennial Investment Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Perennial Investment Advisors’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$224K Hold
2,415
– – 0.02% 456
2025
Q4 		$222K Hold
2,415
– – 0.02% 444
2025
Q3 		$212K Hold
2,415
– – 0.02% 455
2025
Q2 		$203K Buy
+2,415
New +$194K 0.02% 444

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

Perennial Investment Advisors held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 2,415 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #456.

Perennial Investment Advisors first reported a position in IWX in Q2 2025 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Perennial Investment Advisors held 2,415 shares of iShares Russell Top 200 Value ETF worth $224K as of Q1 2026.
  • Perennial Investment Advisors left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 Value ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #456 holding.
  • Perennial Investment Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

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