ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Perennial Investment Advisors, LLC's Holding History (CIK: 0001801523)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,584 Value ($000) $1,621 Avg Close — Range —
Q3 2025
Shares 7,236 Value ($000) $1,751 Avg Close — Range —
Q2 2025
Shares 7,468 Value ($000) $1,612 Avg Close — Range —
Q1 2025
Shares 6,933 Value ($000) $1,384 Avg Close — Range —
Q4 2024
Shares 6,448 Value ($000) $1,425 Avg Close — Range —
Q3 2024
Shares 6,299 Value ($000) $1,392 Avg Close — Range —
Q2 2024
Shares 6,053 Value ($000) $1,229 Avg Close — Range —
Q1 2024
Shares 5,751 Value ($000) $1,210 Avg Close — Range —
Q4 2023
Shares 4,573 Value ($000) $918 Avg Close — Range —
Q3 2023
Shares 4,782 Value ($000) $845 Avg Close — Range —
Q2 2023
Shares 4,545 Value ($000) $851 Avg Close — Range —
Q1 2023
Shares 4,749 Value ($000) $847 Avg Close — Range —
Q4 2022
Shares 2,240 Value ($000) $391 Avg Close — Range —
Q3 2022
Shares 1,276 Value ($000) $210 Avg Close — Range —
Q2 2021
Shares 939 Value ($000) $215 Avg Close — Range —
Q1 2021
Shares 939 Value ($000) $208 Avg Close — Range —