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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
Q3 		$35.7M Sell
250,753
-4,235
-2% -$587K 5.89% 3
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

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

Pettinga Financial Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q3 2026, selling an estimated $587K and leaving 250,753 shares worth $35.7M. The position accounts for 5.89% of the portfolio, ranked #3.

Pettinga Financial Advisors first reported a position in IVW in Q3 2023 and has held it in 13 quarters since. 208 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Pettinga Financial Advisors held 250,753 shares of iShares S&P 500 Growth ETF worth $35.7M as of Q3 2026.
  • Pettinga Financial Advisors sold 4,235 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $587K.
  • iShares S&P 500 Growth ETF made up 5.89% of Pettinga Financial Advisors's portfolio in Q3 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 13 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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