iShares Russell 2000 Index shares owned by Pettinga Financial Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Pettinga Financial Advisors
from 13F filings
Historical chart of Pettinga Financial Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Pettinga Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $206k | 850 | 241.96 |
| 2025-06-30 | $270k | 1.3k | 215.79 |
| 2025-03-31 | $344k | 1.7k | 199.49 |
| 2024-12-31 | $392k | 1.8k | 220.96 |
| 2024-09-30 | $359k | 1.6k | 220.89 |
| 2024-06-30 | $335k | 1.7k | 202.89 |
| 2024-03-31 | $326k | 1.6k | 210.30 |
| 2023-12-31 | $381k | 1.9k | 200.71 |
| 2023-09-30 | $336k | 1.9k | 176.74 |
| 2023-06-30 | $384k | 2.1k | 187.27 |
| 2023-03-31 | $366k | 2.1k | 178.40 |
| 2022-12-31 | $519k | 3.0k | 174.36 |
| 2022-09-30 | $491k | 3.0k | 165.04 |
| 2022-06-30 | $670k | 4.0k | 169.41 |
| 2022-03-31 | $1.2M | 5.7k | 205.24 |
| 2021-12-31 | $1.3M | 5.7k | 222.40 |
| 2021-09-30 | $1.0M | 4.6k | 218.83 |
| 2021-06-30 | $675k | 2.9k | 229.20 |
| 2021-03-31 | $750k | 3.4k | 220.91 |
| 2020-12-31 | $1.4M | 7.3k | 196.05 |
| 2020-09-30 | $790k | 5.3k | 149.76 |
| 2020-06-30 | $286k | 2.0k | 143.00 |
| 2020-03-31 | $343k | 3.0k | 114.33 |
| 2019-12-31 | $505k | 3.1k | 165.57 |
| 2019-09-30 | $325k | 2.2k | 151.16 |
| 2019-06-30 | $334k | 2.2k | 155.35 |
| 2019-03-31 | $222k | 1.5k | 153.10 |
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