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iShares Russell 1000 Value Index shares owned by Pineridge Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Pineridge Advisors from 13F filings

Historical chart of Pineridge Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 1000 Value Index by Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $29k 144 204.14
2025-06-30 $28k 144 193.90
2025-03-31 $27k 143 188.31
2024-12-31 $86k 462 185.09
2024-09-30 $87k 459 189.99
2024-06-30 $99k 568 174.47
2024-03-31 $102k 568 179.11
2023-12-31 $94k 568 165.25

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 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index