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iShares Russell 2000 Index shares owned by Perennial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Perennial Advisors from 13F filings

Historical chart of Perennial Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Perennial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Perennial Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $765k 2.8k 277.89
2021-06-30 $31k 134 231.34
2021-03-31 $30k 134 223.88
2020-12-31 $14k 69 202.90
2017-06-30 $14k 99 141.41

More positions owned by Perennial Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust St Str P500etf (SPYM)
American Express Company (AXP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Cisco Systems (CSCO)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)

View all positions for Perennial Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Barclays
Millennium Management
Citadel Advisors
Tudor Investment Corporation
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
Royal Bank of Canada
UBS Group
BlackRock
Toronto-Dominion Bank
Empower Advisory Group
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Index