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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
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

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Ser Tr S&p Regl Bkg (KRE)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Silver Tr Ishares (SLV)
World Gold Tr Spdr Gld Minis (GLDM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)

View all positions for Pineridge Advisors

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Merit Financial Group
Kestra Investment Management
Jpmorgan Chase & Co
BlackRock
Commonwealth Equity Services
BlackRock
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index