Perennial Investment Advisors »

iShares Russell 1000 Growth Index shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Growth Index by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.1M 15k 265.98
2023-06-30 $4.2M 15k 275.17
2023-03-31 $3.8M 15k 244.32
2022-12-31 $3.1M 15k 214.23
2022-09-30 $2.8M 14k 210.42
2022-06-30 $2.8M 13k 218.69
2022-03-31 $3.6M 13k 277.44
2021-12-31 $4.0M 13k 305.75
2021-09-30 $3.1M 11k 274.34
2021-06-30 $3.0M 11k 271.47
2021-03-31 $2.8M 11k 243.09
2020-12-31 $2.5M 11k 241.17
2020-09-30 $2.3M 11k 216.92
2020-06-30 $2.0M 11k 191.98
2020-03-31 $1.7M 12k 150.65
2019-12-31 $1.9M 11k 175.90

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Efficient Cor (NTSX)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Perennial Investment Advisors

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index