HNWA
IVV icon

Henrickson Nauta Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.21M Buy
5,619
+1,564
+39% +$1.14M 1.03% 16
2026
Q1 		$2.65M Sell
4,055
-386
-9% -$264K 0.74% 17
2025
Q4 		$3.09M Buy
4,441
+2,113
+91% +$1.43M 0.46% 19
2025
Q3 		$1.56M Buy
2,328
+2
+0.1% +$1.29K 0.49% 20
2025
Q2 		$1.44M Buy
2,326
+2
+0.1% +$1.15K 0.5% 20
2025
Q1 		$1.22M Buy
2,324
+85
+4% +$50.2K 0.5% 19
2024
Q4 		$1.32M Sell
2,239
-42
-2% -$24.9K 0.54% 18
2024
Q3 		$1.32M Sell
2,281
-958
-30% -$533K 0.52% 18
2024
Q2 		$1.77M Buy
3,239
+1,137
+54% +$598K 0.76% 16
2024
Q1 		$1.09M Buy
2,102
+286
+16% +$143K 0.48% 23
2023
Q4 		$867K Buy
+1,816
New +$813K 0.43% 28
2023
Q1 		– Sell
-528
Closed -$203K – 60
2022
Q4 		$203K Buy
+528
New +$204K 0.16% 54
2022
Q1 		– Sell
-126
Closed -$56K – 146
2021
Q4 		$56K Buy
+126
New +$58.1K 0.05% 83

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 39% in Q2 2026, buying an estimated $1.14M and bringing the position to 5,619 shares worth $4.21M. The position accounts for 1.03% of the portfolio, ranked #16.

Henrickson Nauta Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 13 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 5,619 shares of iShares Core S&P 500 ETF worth $4.21M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 1,564 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.14M.
  • iShares Core S&P 500 ETF made up 1.03% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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