iShares Russell 3000 Index shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 920 | 378.84 |
| 2025-06-30 | $323k | 919 | 351.07 |
| 2025-03-31 | $334k | 1.1k | 317.50 |
| 2024-12-31 | $351k | 1.1k | 334.24 |
| 2024-09-30 | $350k | 1.1k | 326.81 |
| 2024-06-30 | $330k | 1.1k | 308.81 |
| 2024-03-31 | $321k | 1.1k | 300.05 |
| 2023-09-30 | $262k | 1.1k | 244.95 |
| 2022-03-31 | $214k | 812 | 263.55 |
| 2021-12-31 | $235k | 847 | 277.45 |
More positions owned by Perennial Investment Advisors
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