Pettinga Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Sell	850 -316	-27%	-$88.8K	0.04%	133
2026 Q1	$289K	Buy	1,166 +300	+35%	+$77.4K	0.05%	123
2025 Q4	$213K	Buy	866 +16	+2%	+$3.93K	0.04%	139
2025 Q3	$206K	Sell	850 -400	-32%	-$91.8K	0.04%	130
2025 Q2	$270K	Sell	1,250 -475	-28%	-$95.6K	0.06%	113
2025 Q1	$344K	Sell	1,725 -50	-3%	-$10.8K	0.08%	96
2024 Q4	$392K	Buy	1,775 +150	+9%	+$34.2K	0.09%	94
2024 Q3	$359K	Sell	1,625 -25	-2%	-$5.35K	0.09%	91
2024 Q2	$335K	Buy	1,650 +100	+6%	+$20.2K	0.08%	93
2024 Q1	$326K	Sell	1,550 -350	-18%	-$69.8K	0.08%	96
2023 Q4	$381K	Hold	1,900	–	–	0.1%	89
2023 Q3	$336K	Sell	1,900 -150	-7%	-$28.2K	0.1%	81
2023 Q2	$384K	Hold	2,050	–	–	0.11%	71
2023 Q1	$366K	Sell	2,050 -925	-31%	-$170K	0.11%	75
2022 Q4	$519K	Hold	2,975	–	–	0.17%	67
2022 Q3	$491K	Sell	2,975 -980	-25%	-$179K	0.17%	63
2022 Q2	$670K	Sell	3,955 -1,770	-31%	-$326K	0.2%	57
2022 Q1	$1.18M	Sell	5,725 -17	-0.3%	-$3.47K	0.29%	51
2021 Q4	$1.28M	Buy	5,742 +1,122	+24%	+$254K	0.31%	49
2021 Q3	$1.01M	Buy	4,620 +1,675	+57%	+$371K	0.26%	51
2021 Q2	$675K	Sell	2,945 -450	-13%	-$101K	0.18%	61
2021 Q1	$750K	Sell	3,395 -3,950	-54%	-$862K	0.22%	55
2020 Q4	$1.44M	Buy	7,345 +2,070	+39%	+$362K	0.52%	34
2020 Q3	$790K	Buy	5,275 +3,275	+164%	+$493K	0.33%	41
2020 Q2	$286K	Sell	2,000 -1,000	-33%	-$131K	0.14%	60
2020 Q1	$343K	Sell	3,000 -50	-2%	-$7.46K	0.23%	55
2019 Q4	$505K	Buy	3,050 +900	+42%	+$142K	0.27%	53
2019 Q3	$325K	Hold	2,150	–	–	0.18%	69
2019 Q2	$334K	Buy	2,150 +700	+48%	+$108K	0.17%	71
2019 Q1	$222K	Buy	+1,450	New	+$218K	0.12%	83

Other funds holding IWM

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Pettinga Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 27% in Q2 2026, selling an estimated $88.8K and leaving 850 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #133.

Pettinga Financial Advisors first reported a position in IWM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.44M in Q4 2020. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Pettinga Financial Advisors held 850 shares of iShares Russell 2000 ETF worth $255K as of Q2 2026.
Pettinga Financial Advisors sold 316 iShares Russell 2000 ETF shares in Q2 2026, an estimated $88.8K.
iShares Russell 2000 ETF made up 0.04% of Pettinga Financial Advisors's portfolio in Q2 2026, its #133 holding.
Pettinga Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 30 quarters since.
Pettinga Financial Advisors's iShares Russell 2000 ETF position peaked at $1.44M in Q4 2020.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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