Pine Ridge Advisers’s iShares Russell 3000 ETF IWV Stock Holding History

Pine Ridge Advisers’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$401K	Hold	1,083	–	–	0.02%	40
2025 Q4	$419K	Hold	1,083	–	–	0.03%	37
2025 Q3	$410K	Hold	1,083	–	–	0.02%	37
2025 Q2	$380K	Hold	1,083	–	–	0.02%	39
2025 Q1	$344K	Hold	1,083	–	–	0.03%	35
2024 Q4	$362K	Hold	1,083	–	–	0.03%	33
2024 Q3	$354K	Hold	1,083	–	–	0.04%	33
2024 Q2	$334K	Hold	1,083	–	–	0.04%	32
2024 Q1	$325K	Hold	1,083	–	–	0.04%	30
2023 Q4	$296K	Hold	1,083	–	–	0.05%	27
2023 Q3	$265K	Hold	1,083	–	–	0.06%	26
2023 Q2	$276K	Hold	1,083	–	–	0.06%	27
2023 Q1	$255K	Hold	1,083	–	–	0.05%	26
2022 Q4	$239K	Buy	+1,083	New	+$241K	0.06%	25

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pine Ridge Advisers's IWV Position: Q1 2026 in Review

Pine Ridge Advisers held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,083 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #40.

Pine Ridge Advisers first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $419K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Pine Ridge Advisers held 1,083 shares of iShares Russell 3000 ETF worth $401K as of Q1 2026.
Pine Ridge Advisers left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.02% of Pine Ridge Advisers's portfolio in Q1 2026, its #40 holding.
Pine Ridge Advisers first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
Pine Ridge Advisers's iShares Russell 3000 ETF position peaked at $419K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Pine Ridge Advisers's 13F filing for Q1 2026, filed 18 May 2026.