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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	8,328 +588	+8%	+$70.9K	0.25%	36
2026 Q1	$825K	Sell	7,740 -7,740	-50%	-$879K	0.23%	39
2025 Q4	$1.84M	Buy	15,480 +7,740	+100%	+$917K	0.27%	30
2025 Q3	$906K	Hold	7,740	–	–	0.29%	32
2025 Q2	$822K	Hold	7,740	–	–	0.28%	31
2025 Q1	$665K	Hold	7,740	–	–	0.27%	38
2024 Q4	$777K	Hold	7,740	–	–	0.32%	31
2024 Q3	$726K	Hold	7,740	–	–	0.29%	34
2024 Q2	$705K	Hold	7,740	–	–	0.3%	34
2024 Q1	$644K	Sell	7,740 -4,784	-38%	-$385K	0.28%	37
2023 Q4	$949K	Buy	12,524 +4,784	+62%	+$338K	0.47%	26
2023 Q3	$516K	Hold	7,740	–	–	0.32%	27
2023 Q2	$532K	Hold	7,740	–	–	0.36%	27
2023 Q1	$473K	Hold	7,740	–	–	0.34%	30
2022 Q4	$415K	Hold	7,740	–	–	0.33%	29
2022 Q3	$407K	Sell	7,740 -652	-8%	-$38.3K	0.39%	26
2022 Q2	$459K	Hold	8,392	–	–	0.42%	23
2022 Q1	$582K	Sell	8,392 -76	-0.9%	-$5.19K	0.48%	18
2021 Q4	$572K	Buy	+8,468	New	+$628K	0.47%	18

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Henrickson Nauta Wealth Advisors increased its iShares Russell 1000 Growth ETF (IWF) stake by 7.6% in Q2 2026, buying an estimated $70.9K and bringing the position to 8,328 shares worth $1.03M. The position accounts for 0.25% of the portfolio, ranked #36.

Henrickson Nauta Wealth Advisors first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.84M in Q4 2025. 2,502 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Henrickson Nauta Wealth Advisors held 8,328 shares of iShares Russell 1000 Growth ETF worth $1.03M as of Q2 2026.
Henrickson Nauta Wealth Advisors bought 588 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $70.9K.
iShares Russell 1000 Growth ETF made up 0.25% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Henrickson Nauta Wealth Advisors first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Henrickson Nauta Wealth Advisors's iShares Russell 1000 Growth ETF position peaked at $1.84M in Q4 2025.
2,502 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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