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Pettinga Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Pettinga Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$54.5M Sell
71,126
-14,181
-17% -$10.8M 8.99% 1
2026
Q2 		$63.9M Buy
85,307
+26,694
+46% +$19.4M 10.24% 1
2026
Q1 		$38.3M Buy
58,613
+12,531
+27% +$8.56M 7.21% 1
2025
Q4 		$31.6M Sell
46,082
-285
-0.6% -$194K 5.99% 3
2025
Q3 		$31M Sell
46,367
-837
-2% -$539K 6.05% 3
2025
Q2 		$29.3M Sell
47,204
-10,937
-19% -$6.28M 6.42% 2
2025
Q1 		$32.7M Sell
58,141
-12,232
-17% -$7.22M 7.68% 1
2024
Q4 		$41.4M Sell
70,373
-1,551
-2% -$918K 9.37% 1
2024
Q3 		$41.5M Sell
71,924
-10,397
-13% -$5.78M 9.82% 1
2024
Q2 		$45M Sell
82,321
-7,032
-8% -$3.7M 11.29% 1
2024
Q1 		$47M Sell
89,353
-3,725
-4% -$1.86M 11.97% 1
2023
Q4 		$44.5M Buy
93,078
+9,499
+11% +$4.25M 11.93% 1
2023
Q3 		$35.9M Buy
83,579
+16,967
+25% +$7.59M 10.84% 1
2023
Q2 		$29.7M Sell
66,612
-901
-1% -$380K 8.81% 2
2023
Q1 		$27.8M Sell
67,513
-40,343
-37% -$16.2M 8.65% 2
2022
Q4 		$41.4M Sell
107,856
-3,448
-3% -$1.33M 13.51% 1
2022
Q3 		$39.9M Sell
111,304
-1,035
-0.9% -$413K 13.72% 1
2022
Q2 		$42.6M Buy
112,339
+2,611
+2% +$1.07M 12.77% 1
2022
Q1 		$49.8M Buy
109,728
+45,387
+71% +$20.3M 12.47% 2
2021
Q4 		$30.7M Buy
64,341
+7,704
+14% +$3.55M 7.46% 2
2021
Q3 		$24.4M Buy
56,637
+810
+1% +$359K 6.22% 3
2021
Q2 		$24M Buy
55,827
+1,219
+2% +$511K 6.43% 3
2021
Q1 		$21.7M Sell
54,608
-31,036
-36% -$12M 6.33% 2
2020
Q4 		$32.1M Buy
85,644
+8,805
+11% +$3.13M 11.5% 1
2020
Q3 		$25.8M Buy
76,839
+187
+0.2% +$62.2K 10.94% 1
2020
Q2 		$23.7M Buy
76,652
+12,634
+20% +$3.71M 11.47% 1
2020
Q1 		$16.5M Buy
64,018
+1,094
+2% +$335K 11.16% 1
2019
Q4 		$20.3M Sell
62,924
-1,616
-3% -$500K 10.85% 1
2019
Q3 		$19.3M Sell
64,540
-2,012
-3% -$598K 10.39% 2
2019
Q2 		$19.6M Sell
66,552
-761
-1% -$221K 10.2% 1
2019
Q1 		$19.2M Buy
67,313
+15,513
+30% +$4.24M 10.25% 2
2018
Q4 		$13M Buy
+51,800
New +$14.1M 8.57% 3

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Pettinga Financial Advisors's IVV Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 17% in Q3 2026, selling an estimated $10.8M and leaving 71,126 shares worth $54.5M. The position accounts for 8.99% of the portfolio, ranked #1.

Pettinga Financial Advisors first reported a position in IVV in Q4 2018 and has held it in 32 quarters since. The position peaked at $63.9M in Q2 2026. 421 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Pettinga Financial Advisors held 71,126 shares of iShares Core S&P 500 ETF worth $54.5M as of Q3 2026.
  • Pettinga Financial Advisors sold 14,181 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $10.8M.
  • iShares Core S&P 500 ETF made up 8.99% of Pettinga Financial Advisors's portfolio in Q3 2026, its #1 holding.
  • Pettinga Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
  • Pettinga Financial Advisors's iShares Core S&P 500 ETF position peaked at $63.9M in Q2 2026.
  • 421 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.