PIA
Perennial Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.5M | Buy |
111,677
+12,511
| +13% | +$3.09M | 2.66% | 7 |
|
2025
Q1 | $20.9M | Buy |
99,166
+30,454
| +44% | +$6.43M | 2.35% | 8 |
|
2024
Q4 | $16.2M | Buy |
68,712
+24,632
| +56% | +$5.8M | 1.91% | 9 |
|
2024
Q3 | $9.71M | Buy |
44,080
+38,316
| +665% | +$8.44M | 1.26% | 15 |
|
2024
Q2 | $1.24M | Buy |
+5,764
| New | +$1.24M | 0.18% | 99 |
|