Henrickson Nauta Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Hold |
7,265
| – | – | 0.27% | 34 |
|
|
2025
Q1 | $685K | Hold |
7,265
| – | – | 0.28% | 35 |
|
|
2024
Q4 | $837K | Hold |
7,265
| – | – | 0.34% | 28 |
|
|
2024
Q3 | $850K | Sell |
7,265
-1,167
| -14% | -$136K | 0.34% | 28 |
|
|
2024
Q2 | $899K | Buy |
8,432
+463
| +6% | +$49.4K | 0.38% | 27 |
|
|
2024
Q1 | $842K | Sell |
7,969
-847
| -10% | -$89.5K | 0.37% | 27 |
|
|
2023
Q4 | $954K | Buy |
8,816
+3,149
| +56% | +$341K | 0.47% | 24 |
|
|
2023
Q3 | $537K | Hold |
5,667
| – | – | 0.33% | 25 |
|
|
2023
Q2 | $565K | Hold |
5,667
| – | – | 0.38% | 25 |
|
|
2023
Q1 | $548K | Hold |
5,667
| – | – | 0.39% | 27 |
|
|
2022
Q4 | $536K | Sell |
5,667
-10
| -0.2% | -$946 | 0.43% | 25 |
|
|
2022
Q3 | $495K | Buy |
5,677
+10
| +0.2% | +$872 | 0.47% | 21 |
|
|
2022
Q2 | $524K | Hold |
5,667
| – | – | 0.48% | 22 |
|
|
2022
Q1 | $611K | Hold |
5,667
| – | – | 0.51% | 16 |
|
|
2021
Q4 | $608K | Buy |
+5,667
| New | +$608K | 0.5% | 15 |
|