PFA
Pettinga Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.82M | Sell |
23,134
-133
| -0.6% | -$56.5K | 2.15% | 14 |
|
|
2025
Q1 | $8.4M | Sell |
23,267
-262
| -1% | -$94.6K | 1.98% | 14 |
|
|
2024
Q4 | $9.45M | Sell |
23,529
-862
| -4% | -$346K | 2.14% | 14 |
|
|
2024
Q3 | $9.16M | Sell |
24,391
-354
| -1% | -$133K | 2.17% | 15 |
|
|
2024
Q2 | $9.02M | Sell |
24,745
-711
| -3% | -$259K | 2.26% | 12 |
|
|
2024
Q1 | $8.58M | Sell |
25,456
-1,818
| -7% | -$613K | 2.19% | 14 |
|
|
2023
Q4 | $8.27M | Sell |
27,274
-461
| -2% | -$140K | 2.22% | 12 |
|
|
2023
Q3 | $7.38M | Sell |
27,735
-333
| -1% | -$88.6K | 2.23% | 13 |
|
|
2023
Q2 | $7.72M | Sell |
28,068
-1,229
| -4% | -$338K | 2.29% | 15 |
|
|
2023
Q1 | $7.16M | Sell |
29,297
-5,605
| -16% | -$1.37M | 2.23% | 14 |
|
|
2022
Q4 | $7.48M | Buy |
34,902
+583
| +2% | +$125K | 2.44% | 11 |
|
|
2022
Q3 | $7.22M | Sell |
34,319
-2,829
| -8% | -$595K | 2.48% | 12 |
|
|
2022
Q2 | $8.12M | Sell |
37,148
-4,538
| -11% | -$992K | 2.44% | 12 |
|
|
2022
Q1 | $11.6M | Sell |
41,686
-2,431
| -6% | -$675K | 2.9% | 7 |
|
|
2021
Q4 | $13.5M | Sell |
44,117
-11,600
| -21% | -$3.54M | 3.28% | 6 |
|
|
2021
Q3 | $15.3M | Buy |
55,717
+6,068
| +12% | +$1.66M | 3.89% | 6 |
|
|
2021
Q2 | $13.5M | Sell |
49,649
-4,405
| -8% | -$1.2M | 3.61% | 8 |
|
|
2021
Q1 | $13.1M | Sell |
54,054
-559
| -1% | -$136K | 3.83% | 7 |
|
|
2020
Q4 | $13.2M | Buy |
54,613
+7,206
| +15% | +$1.74M | 4.71% | 6 |
|
|
2020
Q3 | $10.3M | Buy |
47,407
+4,349
| +10% | +$943K | 4.36% | 7 |
|
|
2020
Q2 | $8.27M | Buy |
43,058
+30,878
| +254% | +$5.93M | 3.99% | 8 |
|
|
2020
Q1 | $1.84M | Sell |
12,180
-3,400
| -22% | -$512K | 1.24% | 18 |
|
|
2019
Q4 | $2.74M | Sell |
15,580
-150
| -1% | -$26.4K | 1.46% | 16 |
|
|
2019
Q3 | $2.51M | Buy |
15,730
+1,335
| +9% | +$213K | 1.35% | 17 |
|
|
2019
Q2 | $2.27M | Sell |
14,395
-145
| -1% | -$22.8K | 1.18% | 18 |
|
|
2019
Q1 | $2.2M | Buy |
14,540
+4,875
| +50% | +$738K | 1.18% | 18 |
|
|
2018
Q4 | $1.27M | Buy |
+9,665
| New | +$1.27M | 0.83% | 25 |
|