Pettinga Financial Advisors’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.9M	Sell	62,900 -7,785	-11%	-$1.79M	2.54%	10
2026 Q1	$12.8M	Buy	70,685 +1,555	+2%	+$300K	2.41%	11
2025 Q4	$13.8M	Sell	69,130 -5,325	-7%	-$1.07M	2.62%	10
2025 Q3	$14.6M	Sell	74,455 -14,618	-16%	-$2.67M	2.84%	10
2025 Q2	$15.4M	Buy	89,073 +19,172	+27%	+$2.91M	3.38%	9
2025 Q1	$9.82M	Sell	69,901 -1,315	-2%	-$205K	2.31%	11
2024 Q4	$11.4M	Sell	71,216 -4,731	-6%	-$749K	2.57%	11
2024 Q3	$11.5M	Buy	75,947 +2,782	+4%	+$409K	2.73%	10
2024 Q2	$11M	Buy	73,165 +1,685	+2%	+$233K	2.76%	9
2024 Q1	$9.65M	Buy	71,480 +2,555	+4%	+$333K	2.46%	12
2023 Q4	$8.46M	Buy	68,925 +15,960	+30%	+$1.81M	2.27%	11
2023 Q3	$5.56M	Sell	52,965 -62,353	-54%	-$6.78M	1.68%	15
2023 Q2	$12.6M	Sell	115,318 -988	-0.8%	-$97K	3.73%	8
2023 Q1	$10.8M	Buy	116,306 +37,219	+47%	+$3.12M	3.37%	9
2022 Q4	$5.89M	Buy	+79,087	New	+$6.05M	1.92%	14

Other funds holding IYW

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return