HNWA
Henrickson Nauta Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
2,866
-76
| -3% | -$25.8K | 0.34% | 27 |
|
|
2025
Q1 | $847K | Sell |
2,942
-15
| -0.5% | -$4.32K | 0.35% | 27 |
|
|
2024
Q4 | $953K | Hold |
2,957
| – | – | 0.39% | 25 |
|
|
2024
Q3 | $930K | Sell |
2,957
-1,778
| -38% | -$559K | 0.37% | 26 |
|
|
2024
Q2 | $1.41M | Sell |
4,735
-131
| -3% | -$39K | 0.6% | 17 |
|
|
2024
Q1 | $1.38M | Sell |
4,866
-557
| -10% | -$158K | 0.61% | 17 |
|
|
2023
Q4 | $1.42M | Buy |
+5,423
| New | +$1.42M | 0.7% | 16 |
|