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Perennial Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Perennial Investment Advisors’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.9M Buy
168,225
+29,070
+21% +$7.7M 3.34% 7
2025
Q4 		$38.6M Buy
139,155
+18,153
+15% +$5.03M 3.04% 8
2025
Q3 		$33.1M Buy
121,002
+9,325
+8% +$2.41M 2.73% 8
2025
Q2 		$27.5M Buy
111,677
+12,511
+13% +$2.78M 2.66% 7
2025
Q1 		$20.9M Buy
99,166
+30,454
+44% +$7.01M 2.35% 8
2024
Q4 		$16.2M Buy
68,712
+24,632
+56% +$5.66M 1.91% 9
2024
Q3 		$9.71M Buy
44,080
+38,316
+665% +$8.15M 1.26% 15
2024
Q2 		$1.24M Buy
+5,764
New +$1.15M 0.18% 99

Other funds holding IWY

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Perennial Investment Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 21% in Q1 2026, buying an estimated $7.7M and bringing the position to 168,225 shares worth $41.9M. The position accounts for 3.34% of the portfolio, ranked #7.

Perennial Investment Advisors first reported a position in IWY in Q2 2024 and has held it in 8 quarters since. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Perennial Investment Advisors held 168,225 shares of iShares Russell Top 200 Growth ETF worth $41.9M as of Q1 2026.
  • Perennial Investment Advisors bought 29,070 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $7.7M.
  • iShares Russell Top 200 Growth ETF made up 3.34% of Perennial Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Perennial Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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