Henrickson Nauta Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $863K | Hold |
|
|||||
|
2025
Q2 | $794K | Hold |
|
|||||
|
2025
Q1 | $685K | Hold |
|
|||||
|
2024
Q4 | $837K | Hold |
|
|||||
|
2024
Q3 | $850K | Sell |
|
|||||
|
2024
Q2 | $899K | Buy |
|
|||||
|
2024
Q1 | $842K | Sell |
|
|||||
|
2023
Q4 | $954K | Buy |
|
|||||
|
2023
Q3 | $537K | Hold |
|
|||||
|
2023
Q2 | $565K | Hold |
|
|||||
|
2023
Q1 | $548K | Hold |
|
|||||
|
2022
Q4 | $536K | Sell |
|
|||||
|
2022
Q3 | $495K | Buy |
|
|||||
|
2022
Q2 | $524K | Hold |
|
|||||
|
2022
Q1 | $611K | Hold |
|
|||||
|
2021
Q4 | $608K | Buy |
|