iShares Russell 1000 Index shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $744k | 2.0k | 365.50 |
| 2025-06-30 | $698k | 2.1k | 339.59 |
| 2025-03-31 | $610k | 2.0k | 306.74 |
| 2024-12-31 | $245k | 760 | 322.16 |
| 2024-09-30 | $236k | 750 | 314.39 |
| 2024-06-30 | $223k | 750 | 297.54 |
| 2024-03-31 | $220k | 765 | 288.03 |
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