Pettinga Financial Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5M	Buy	100,515 +4,407	+5%	+$531K	2%	15
2026 Q1	$10.2M	Buy	96,108 +2,232	+2%	+$253K	1.93%	16
2025 Q4	$11.1M	Buy	93,876 +1,892	+2%	+$224K	2.11%	15
2025 Q3	$10.8M	Sell	91,984 -552	-0.6%	-$61.5K	2.1%	14
2025 Q2	$9.82M	Sell	92,536 -532	-0.6%	-$50.9K	2.15%	14
2025 Q1	$8.4M	Sell	93,068 -1,048	-1%	-$103K	1.98%	14
2024 Q4	$9.45M	Sell	94,116 -3,448	-4%	-$339K	2.14%	14
2024 Q3	$9.16M	Sell	97,564 -1,416	-1%	-$128K	2.17%	15
2024 Q2	$9.02M	Sell	98,980 -2,844	-3%	-$243K	2.26%	12
2024 Q1	$8.58M	Sell	101,824 -7,272	-7%	-$586K	2.19%	14
2023 Q4	$8.27M	Sell	109,096 -1,844	-2%	-$130K	2.22%	12
2023 Q3	$7.38M	Sell	110,940 -1,332	-1%	-$92K	2.23%	13
2023 Q2	$7.72M	Sell	112,272 -4,916	-4%	-$313K	2.29%	15
2023 Q1	$7.16M	Sell	117,188 -22,420	-16%	-$1.29M	2.23%	14
2022 Q4	$7.48M	Buy	139,608 +2,332	+2%	+$128K	2.44%	11
2022 Q3	$7.22M	Sell	137,276 -11,316	-8%	-$665K	2.48%	12
2022 Q2	$8.12M	Sell	148,592 -18,152	-11%	-$1.09M	2.44%	12
2022 Q1	$11.6M	Sell	166,744 -9,724	-6%	-$664K	2.9%	7
2021 Q4	$13.5M	Sell	176,468 -46,400	-21%	-$3.44M	3.28%	6
2021 Q3	$15.3M	Buy	222,868 +24,272	+12%	+$1.72M	3.89%	6
2021 Q2	$13.5M	Sell	198,596 -17,620	-8%	-$1.14M	3.61%	8
2021 Q1	$13.1M	Sell	216,216 -2,236	-1%	-$136K	3.83%	7
2020 Q4	$13.2M	Buy	218,452 +28,824	+15%	+$1.64M	4.71%	6
2020 Q3	$10.3M	Buy	189,628 +17,396	+10%	+$916K	4.36%	7
2020 Q2	$8.27M	Buy	172,232 +123,512	+254%	+$5.44M	3.99%	8
2020 Q1	$1.83M	Sell	48,720 -13,600	-22%	-$586K	1.24%	18
2019 Q4	$2.74M	Sell	62,320 -600	-1%	-$25.1K	1.46%	16
2019 Q3	$2.51M	Buy	62,920 +5,340	+9%	+$214K	1.35%	17
2019 Q2	$2.27M	Sell	57,580 -580	-1%	-$22.4K	1.18%	18
2019 Q1	$2.2M	Buy	58,160 +19,500	+50%	+$701K	1.18%	18
2018 Q4	$1.26M	Buy	+38,660	New	+$1.36M	0.83%	25

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

Pettinga Financial Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.6% in Q2 2026, buying an estimated $531K and bringing the position to 100,515 shares worth $12.5M. The position accounts for 2% of the portfolio, ranked #15.

Pettinga Financial Advisors first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.3M in Q3 2021. 2,504 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Pettinga Financial Advisors held 100,515 shares of iShares Russell 1000 Growth ETF worth $12.5M as of Q2 2026.
Pettinga Financial Advisors bought 4,407 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $531K.
iShares Russell 1000 Growth ETF made up 2% of Pettinga Financial Advisors's portfolio in Q2 2026, its #15 holding.
Pettinga Financial Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Pettinga Financial Advisors's iShares Russell 1000 Growth ETF position peaked at $15.3M in Q3 2021.
2,504 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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