Pettinga Financial Advisors LLC IVV — ISHARES TR

Ownership history in Pettinga Financial Advisors LLC  ·  30 quarters on record

AI Ownership Summary

Pettinga Financial Advisors LLC reported ISHARES TR (IVV) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 11.97% in 2024 Q1. The latest visible filing shows IVV at 7.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pettinga Financial Advisors LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IVV was reported at 7.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.97% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVV stock page Pettinga Financial Advisors LLC fund profile Pettinga Financial Advisors LLC full holdings
How Pettinga Financial Advisors LLC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 58,613 +12,531 +27.2% 7.21% $38.3M 2026-04-13 $689.54
2025 Q4 REDUCED — — — 46,082 -285 -0.6% 5.99% $31.6M 2026-02-12 $682.51
2025 Q3 REDUCED — — — 46,367 -837 -1.8% 6.05% $31.0M 2025-10-21 $670.27
2025 Q2 REDUCED 18.8% +7.7% ❌ 47,204 -10,937 -18.8% 6.42% $29.3M 2025-07-28 $634.06
2025 Q1 REDUCED 17.4% +10.8% ❌ 58,141 -12,232 -17.4% 7.68% $32.7M 2025-05-02 $562.37
2024 Q4 REDUCED — — — 70,373 -1,588 -2.2% 9.37% $41.4M 2025-02-18 $605.08
2024 Q3 REDUCED 12.6% +2.8% ❌ 71,961 -10,360 -12.6% 9.82% $41.5M 2024-10-23 $569.90
2024 Q2 REDUCED 7.9% +5.8% ❌ 82,321 -7,032 -7.9% 11.29% $45.0M 2024-07-25 $529.13
2024 Q1 REDUCED — — — 89,353 -3,725 -4.0% 11.97% $47.0M 2024-04-18 $489.09
2023 Q4 ADDED — — — 93,078 +9,499 +11.4% 11.93% $44.5M 2024-01-18 $465.01
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVV

As of 2026 Q1 — sorted by position size

CenturyLink Investment Management Co 3Y 7Y 100.0% Shelter Ins Retirement Plan 3Y 7Y 58.22% Kedalion Capital Management LLP 56.89% MKD WEALTH COACHES, LLC 3Y 7Y 54.6% Leverty Financial Group, LLC 3Y 37.23% Ackerman Asset Management, LLC 37.18% Mann Financial Group, Inc. 36.89% HOME FEDERAL BANK OF TENNESSEE 3Y 7Y 36.07% VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3Y 35.79% P/E Global LLC 3Y 35.48%

FAQ About Pettinga Financial Advisors LLC and IVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pettinga Financial Advisors LLC reported owning IVV?

Pettinga Financial Advisors LLC reported IVV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IVV position in Pettinga Financial Advisors LLC's portfolio?

The largest reported portfolio weight for IVV was 11.97% in 2024 Q1.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2026 Q1, when Pettinga Financial Advisors LLC reported 58,613 shares, equal to 7.21% of portfolio, with an estimated market value of $38.3M.

What does the chart on this IVV ownership page compare?

The chart compares Pettinga Financial Advisors LLC's quarterly IVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pettinga Financial Advisors LLC time their IVV position?

Based on 13F filing dates vs. subsequent IVV price moves, Pettinga Financial Advisors LLC correctly timed 12 out of 29 reported position changes (41%).

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