HNWA
Henrickson Nauta Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
2,326
+2
| +0.1% | +$1.24K | 0.5% | 20 |
|
|
2025
Q1 | $1.22M | Buy |
2,324
+85
| +4% | +$44.8K | 0.5% | 19 |
|
|
2024
Q4 | $1.32M | Sell |
2,239
-42
| -2% | -$24.7K | 0.54% | 18 |
|
|
2024
Q3 | $1.32M | Sell |
2,281
-958
| -30% | -$553K | 0.52% | 18 |
|
|
2024
Q2 | $1.77M | Buy |
3,239
+1,137
| +54% | +$622K | 0.76% | 16 |
|
|
2024
Q1 | $1.09M | Buy |
2,102
+286
| +16% | +$148K | 0.48% | 23 |
|
|
2023
Q4 | $867K | Buy |
+1,816
| New | +$867K | 0.43% | 28 |
|
|
2023
Q1 | – | Sell |
-528
| Closed | -$203K | – | 60 |
|
|
2022
Q4 | $203K | Buy |
+528
| New | +$203K | 0.16% | 54 |
|
|
2022
Q1 | – | Sell |
-126
| Closed | -$56K | – | 148 |
|
|
2021
Q4 | $56K | Buy |
+126
| New | +$56K | 0.05% | 83 |
|