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Ishares Tr shares owned by Pettinga Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Pettinga Financial Advisors from 13F filings

Historical chart of Pettinga Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Pettinga Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Pettinga Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $23M 434k 53.81
2023-12-31 $37M 761k 48.29
2023-09-30 $34M 778k 43.32
2023-06-30 $36M 801k 44.56
2023-03-31 $34M 810k 41.44
2022-12-31 $34M 867k 39.01

More positions owned by Pettinga Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Eafe Value Etf (EFV)
Owl Rock Capital Corporation (OBDC)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)

View all positions for Pettinga Financial Advisors

Top funds holding Ishares Tr

Alan Leist III
SigFig Wealth Management
Tolleson Wealth Management
Wells Fargo & Company
Plan
Ullmann Financial
Stokes Family Office
Bsc Private Wealth Management
Halbert Hargrove Global Advisors
Jpmorgan Chase & Co
Phillips Financial Management
Cardinal Point Capital Management, ULC
Colony
Cora Capital Advisors
Bank of America Corporation

View all funds holding Ishares Tr