iShares Russell 2000 Index shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment 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 Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Perennial Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.2M | 6.1k | 203.02 |
2024-03-31 | $1.2M | 5.8k | 210.37 |
2023-09-30 | $845k | 4.8k | 176.78 |
2023-06-30 | $851k | 4.5k | 187.29 |
2023-03-31 | $847k | 4.7k | 178.39 |
2022-12-31 | $391k | 2.2k | 174.34 |
2022-09-30 | $210k | 1.3k | 164.58 |
2021-06-30 | $215k | 939 | 228.97 |
2021-03-31 | $208k | 939 | 221.51 |
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