Henrickson Nauta Wealth Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.05M	Hold
2025 Q2	$973K	Sell
2025 Q1	$847K	Sell
2024 Q4	$953K	Hold
2024 Q3	$930K	Sell
2024 Q2	$1.41M	Sell
2024 Q1	$1.38M	Sell
2023 Q4	$1.42M	Buy