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

Henrickson Nauta Wealth Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,297
Closed -$214K – 77
2023
Q4 		$214K Buy
+1,297
New +$214K 0.11% 71
2022
Q1 		– Sell
-178
Closed -$29K – 149
2021
Q4 		$29K Buy
+178
New +$29K 0.02% 117