HNWA
Henrickson Nauta Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,259
| Closed | -$278K | – | 80 |
|
|
2024
Q4 | $278K | Buy |
1,259
+204
| +19% | +$45.1K | 0.11% | 63 |
|
|
2024
Q3 | $233K | Buy |
+1,055
| New | +$233K | 0.09% | 73 |
|
|
2022
Q1 | – | Sell |
-313
| Closed | -$63K | – | 150 |
|
|
2021
Q4 | $63K | Buy |
+313
| New | +$63K | 0.05% | 79 |
|