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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return