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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
Q3 		– Sell
-850
Closed -$255K – 165
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Pettinga Financial Advisors's IWM Position: Q3 2026 in Review

Pettinga Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2026, closing a stake of 850 shares — an estimated $255K sold.

Pettinga Financial Advisors first reported a position in IWM in Q1 2019 and held it in 30 quarters. The position peaked at $1.44M in Q4 2020. 264 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Pettinga Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2026 after selling out during the quarter.
  • Pettinga Financial Advisors sold 850 iShares Russell 2000 ETF shares in Q3 2026, an estimated $255K.
  • Pettinga Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 30 quarters.
  • Pettinga Financial Advisors's iShares Russell 2000 ETF position peaked at $1.44M in Q4 2020.
  • 264 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.