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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Inf Tech Etf (VGT)

View all positions for Perennial Investment Advisors

Top funds holding iShares Russell 3000 Index

Northern Trust
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony
_Sentinel Trust Company, LBA______________
Bank of New York Mellon
Pnc Financial Services
TLWM

View all funds holding iShares Russell 3000 Index