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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
2024-12-31 $332k 4.2k 79.03
2024-09-30 $386k 4.8k 81.27
2024-06-30 $352k 4.7k 74.82
2024-03-31 $362k 4.7k 76.32
2023-12-31 $532k 7.6k 70.17

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 S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Ssga Active Tr Spdr Nuveen Mun (MBND)
Vaneck Etf Trust Long Muni Etf (MLN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)

View all positions for Pineridge Advisors

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
AE Wealth Management
Lido Advisors
Pegasus Partners
Bp Wealth Management
First Citizens Asset Management
Ameriprise Financial
Bryn Mawr Trust
UBS Group
Compton Wealth Advisory Group
Sterling Capital Management
Morgan Stanley
Commonwealth Equity Services

View all funds holding Ishares Tr rus200 val idx