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iShares Russell 3000 Value Index shares owned by Pineridge Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Pineridge Advisors from 13F filings

Historical chart of Pineridge Advisors investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Value Index by Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $80k 803 99.97
2025-06-30 $76k 803 94.65
2025-03-31 $74k 801 92.25
2024-12-31 $74k 798 92.64
2024-09-30 $76k 795 95.52
2024-06-30 $70k 792 88.13
2024-03-31 $72k 792 90.44
2023-12-31 $103k 1.2k 84.32

More positions owned by Pineridge Advisors

Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Bondbloxx Etf Trust Bloomberg Seven (XSVN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Spdr Series Trust Portfolio Short (SPSB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Bondbloxx Etf Trust Ir M Taxaware (TAXX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Pineridge Advisors

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Signature
Aspiriant
Kestra Investment Management
Merit Financial Group
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Royal Bank of Canada
Commonwealth Equity Services
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index