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 Q2	$462K	Hold	1,083	–	–	0.03%	40
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pine Ridge Advisers's IWV Position: Q2 2026 in Review

Pine Ridge Advisers held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,083 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #40.

Pine Ridge Advisers first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Pine Ridge Advisers held 1,083 shares of iShares Russell 3000 ETF worth $462K as of Q2 2026.
Pine Ridge Advisers left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Pine Ridge Advisers's portfolio in Q2 2026, its #40 holding.
Pine Ridge Advisers first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Pine Ridge Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.