Pettinga Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $206K | Sell |
|
|||||
|
2025
Q2 | $270K | Sell |
|
|||||
|
2025
Q1 | $344K | Sell |
|
|||||
|
2024
Q4 | $392K | Buy |
|
|||||
|
2024
Q3 | $359K | Sell |
|
|||||
|
2024
Q2 | $335K | Buy |
|
|||||
|
2024
Q1 | $326K | Sell |
|
|||||
|
2023
Q4 | $381K | Hold |
|
|||||
|
2023
Q3 | $336K | Sell |
|
|||||
|
2023
Q2 | $384K | Hold |
|
|||||
|
2023
Q1 | $366K | Sell |
|
|||||
|
2022
Q4 | $519K | Hold |
|
|||||
|
2022
Q3 | $491K | Sell |
|
|||||
|
2022
Q2 | $670K | Sell |
|
|||||
|
2022
Q1 | $1.18M | Sell |
|
|||||
|
2021
Q4 | $1.28M | Buy |
|
|||||
|
2021
Q3 | $1.01M | Buy |
|
|||||
|
2021
Q2 | $675K | Sell |
|
|||||
|
2021
Q1 | $750K | Sell |
|
|||||
|
2020
Q4 | $1.44M | Buy |
|
|||||
|
2020
Q3 | $790K | Buy |
|
|||||
|
2020
Q2 | $286K | Sell |
|
|||||
|
2020
Q1 | $343K | Sell |
|
|||||
|
2019
Q4 | $505K | Buy |
|
|||||
|
2019
Q3 | $325K | Hold |
|
|||||
|
2019
Q2 | $334K | Buy |
|
|||||
|
2019
Q1 | $222K | Buy |
|