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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 1,550 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.
1,550 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.