HNWA
Henrickson Nauta Wealth Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Hold |
1,935
| – | – | 0.28% | 31 |
|
|
2025
Q1 | $665K | Hold |
1,935
| – | – | 0.27% | 38 |
|
|
2024
Q4 | $777K | Hold |
1,935
| – | – | 0.32% | 31 |
|
|
2024
Q3 | $726K | Hold |
1,935
| – | – | 0.29% | 34 |
|
|
2024
Q2 | $705K | Hold |
1,935
| – | – | 0.3% | 34 |
|
|
2024
Q1 | $644K | Sell |
1,935
-1,196
| -38% | -$398K | 0.28% | 37 |
|
|
2023
Q4 | $949K | Buy |
3,131
+1,196
| +62% | +$363K | 0.47% | 26 |
|
|
2023
Q3 | $516K | Hold |
1,935
| – | – | 0.32% | 27 |
|
|
2023
Q2 | $532K | Hold |
1,935
| – | – | 0.36% | 27 |
|
|
2023
Q1 | $473K | Hold |
1,935
| – | – | 0.34% | 30 |
|
|
2022
Q4 | $415K | Hold |
1,935
| – | – | 0.33% | 29 |
|
|
2022
Q3 | $407K | Sell |
1,935
-163
| -8% | -$34.3K | 0.39% | 26 |
|
|
2022
Q2 | $459K | Hold |
2,098
| – | – | 0.42% | 23 |
|
|
2022
Q1 | $582K | Sell |
2,098
-19
| -0.9% | -$5.27K | 0.48% | 18 |
|
|
2021
Q4 | $572K | Buy |
+2,117
| New | +$572K | 0.47% | 18 |
|