Henrickson Nauta Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Buy	7,346 +81	+1%	+$11.1K	0.27%	34
2026 Q1	$903K	Sell	7,265 -7,265	-50%	-$923K	0.25%	34
2025 Q4	$1.81M	Buy	14,530 +7,265	+100%	+$869K	0.27%	32
2025 Q3	$863K	Hold	7,265	–	–	0.27%	35
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%	-$132K	0.34%	28
2024 Q2	$899K	Buy	8,432 +463	+6%	+$49.5K	0.38%	27
2024 Q1	$842K	Sell	7,969 -847	-10%	-$89.9K	0.37%	27
2023 Q4	$954K	Buy	8,816 +3,149	+56%	+$303K	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%	-$959	0.43%	25
2022 Q3	$495K	Buy	5,677 +10	+0.2%	+$971	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	+$646K	0.5%	15

Other funds holding IJR

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's IJR Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 1.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 7,346 shares worth $1.09M. The position accounts for 0.27% of the portfolio, ranked #34.

Henrickson Nauta Wealth Advisors first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q4 2025. 1,062 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Henrickson Nauta Wealth Advisors held 7,346 shares of iShares Core S&P Small-Cap ETF worth $1.09M as of Q2 2026.
Henrickson Nauta Wealth Advisors bought 81 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $11.1K.
iShares Core S&P Small-Cap ETF made up 0.27% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Henrickson Nauta Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Henrickson Nauta Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $1.81M in Q4 2025.
1,062 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.