Pineridge Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pineridge Advisors’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$29.4K	Hold	144	–	–	0.01%	138
2025 Q2	$27.9K	Buy	144 +1	+0.7%	+$185	0.01%	145
2025 Q1	$26.9K	Sell	143 -319	-69%	-$60.8K	0.01%	156
2024 Q4	$85.5K	Buy	462 +3	+0.7%	+$575	0.03%	102
2024 Q3	$87.2K	Sell	459 -109	-19%	-$19.9K	0.03%	101
2024 Q2	$99.1K	Hold	568	–	–	0.03%	99
2024 Q1	$102K	Hold	568	–	–	0.04%	88
2023 Q4	$93.9K	Buy	+568	New	+$87.7K	0.03%	115

Other funds holding IWD

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pineridge Advisors's IWD Position: Q3 2025 in Review

Pineridge Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2025 at 144 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #138.

Pineridge Advisors first reported a position in IWD in Q4 2023 and has held it in 8 quarters since. The position peaked at $102K in Q1 2024. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Pineridge Advisors held 144 shares of iShares Russell 1000 Value ETF worth $29.4K as of Q3 2025.
Pineridge Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q3 2025.
iShares Russell 1000 Value ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #138 holding.
Pineridge Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Russell 1000 Value ETF position peaked at $102K in Q1 2024.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.