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
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Quarterly reported holdings in iShares Russell 2000 Index by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 7.2k | 242.04 |
| 2025-06-30 | $1.6M | 7.5k | 215.88 |
| 2025-03-31 | $1.4M | 6.9k | 199.56 |
| 2024-12-31 | $1.4M | 6.4k | 221.00 |
| 2024-09-30 | $1.4M | 6.3k | 220.96 |
| 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 |
More positions owned by Perennial Investment Advisors
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