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Ishares Tr rus200 val idx shares owned by Pineridge Advisors

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Pineridge Advisors from 13F filings

Historical chart of Pineridge Advisors investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by Pineridge Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 val idx by Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $532k 7.6k 70.17

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Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
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World Gold Tr Spdr Gld Minis (GLDM)
Ishares Silver Tr Ishares (SLV)
Proshares Tr Short S&p 500 Ne (SH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Long Muni Etf (MLN)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Pineridge Advisors

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
First Citizens Bank & Trust
Envestnet Portfolio Solutions
AE Wealth Management
First Citizens Asset Management
Pegasus Partners
Branch Banking & Trust Company
UBS Group
Compton Wealth Advisory Group
Bp Wealth Management
Commonwealth Equity Services
Jpmorgan Chase & Co
9258 Wealth Management
Bank of America Corporation
Simplicity Wealth

View all funds holding Ishares Tr rus200 val idx