PFA
Pettinga Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Sell |
260,255
-30,075
| -10% | -$3.31M | 6.28% | 3 |
|
|
2025
Q1 | $27M | Buy |
290,330
+2,580
| +0.9% | +$240K | 6.34% | 3 |
|
|
2024
Q4 | $29.2M | Sell |
287,750
-11,041
| -4% | -$1.12M | 6.61% | 3 |
|
|
2024
Q3 | $28.6M | Sell |
298,791
-4,650
| -2% | -$445K | 6.78% | 3 |
|
|
2024
Q2 | $28.1M | Buy |
303,441
+80,459
| +36% | +$7.45M | 7.04% | 3 |
|
|
2024
Q1 | $18.8M | Buy |
222,982
+145,836
| +189% | +$12.3M | 4.8% | 4 |
|
|
2023
Q4 | $5.79M | Sell |
77,146
-2,393
| -3% | -$180K | 1.55% | 17 |
|
|
2023
Q3 | $5.44M | Buy |
+79,539
| New | +$5.44M | 1.64% | 16 |
|