Pettinga Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Pettinga Financial Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.1M	Sell	254,988 -7,220	-3%	-$953K	5.62%	3
2026 Q1	$29.7M	Buy	262,208 +6,299	+2%	+$758K	5.58%	4
2025 Q4	$31.5M	Buy	255,909 +1,063	+0.4%	+$130K	5.98%	4
2025 Q3	$30.8M	Sell	254,846 -5,409	-2%	-$622K	6%	4
2025 Q2	$28.7M	Sell	260,255 -30,075	-10%	-$2.98M	6.28%	3
2025 Q1	$27M	Buy	290,330 +2,580	+0.9%	+$260K	6.34%	3
2024 Q4	$29.2M	Sell	287,750 -11,041	-4%	-$1.1M	6.61%	3
2024 Q3	$28.6M	Sell	298,791 -4,650	-2%	-$429K	6.78%	3
2024 Q2	$28.1M	Buy	303,441 +80,459	+36%	+$6.94M	7.04%	3
2024 Q1	$18.8M	Buy	222,982 +145,836	+189%	+$11.7M	4.8%	4
2023 Q4	$5.79M	Sell	77,146 -2,393	-3%	-$170K	1.55%	17
2023 Q3	$5.44M	Buy	+79,539	New	+$5.63M	1.64%	16

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Pettinga Financial Advisors's IVW Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.8% in Q2 2026, selling an estimated $953K and leaving 254,988 shares worth $35.1M. The position accounts for 5.62% of the portfolio, ranked #3.

Pettinga Financial Advisors first reported a position in IVW in Q3 2023 and has held it in 12 quarters since. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Pettinga Financial Advisors held 254,988 shares of iShares S&P 500 Growth ETF worth $35.1M as of Q2 2026.
Pettinga Financial Advisors sold 7,220 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $953K.
iShares S&P 500 Growth ETF made up 5.62% of Pettinga Financial Advisors's portfolio in Q2 2026, its #3 holding.
Pettinga Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.