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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
2026
Q2 		$1.16M Sell
2,839
-27
-0.9% -$10.7K 0.28% 31
2026
Q1 		$1.02M Sell
2,866
-2,866
-50% -$1.07M 0.29% 30
2025
Q4 		$2.18M Buy
5,732
+2,866
+100% +$1.06M 0.32% 26
2025
Q3 		$1.05M Hold
2,866
– – 0.33% 29
2025
Q2 		$973K Sell
2,866
-76
-3% -$23.9K 0.34% 27
2025
Q1 		$847K Sell
2,942
-15
-0.5% -$4.85K 0.35% 27
2024
Q4 		$953K Hold
2,957
– – 0.39% 25
2024
Q3 		$930K Sell
2,957
-1,778
-38% -$538K 0.37% 26
2024
Q2 		$1.41M Sell
4,735
-131
-3% -$37.6K 0.6% 17
2024
Q1 		$1.38M Sell
4,866
-557
-10% -$153K 0.61% 17
2023
Q4 		$1.42M Buy
+5,423
New +$1.33M 0.7% 16

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.94% in Q2 2026, selling an estimated $10.7K and leaving 2,839 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #31.

Henrickson Nauta Wealth Advisors first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q4 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 2,839 shares of iShares Russell 1000 ETF worth $1.16M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 27 iShares Russell 1000 ETF shares in Q2 2026, an estimated $10.7K.
  • iShares Russell 1000 ETF made up 0.28% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Henrickson Nauta Wealth Advisors's iShares Russell 1000 ETF position peaked at $2.18M in Q4 2025.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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