Henrickson Nauta Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-834	Closed	-$213K	–	120
2025 Q4	$213K	Buy	+834	New	+$205K	0.03%	113
2025 Q1	–	Sell	-1,259	Closed	-$278K	–	80
2024 Q4	$278K	Buy	1,259 +204	+19%	+$46.5K	0.11%	63
2024 Q3	$233K	Buy	+1,055	New	+$226K	0.09%	73
2022 Q1	–	Sell	-313	Closed	-$63K	–	148
2021 Q4	$63K	Buy	+313	New	+$70.7K	0.05%	79

Other funds holding IWM

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

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's IWM Position: Q1 2026 in Review

Henrickson Nauta Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 834 shares — an estimated $213K sold.

Henrickson Nauta Wealth Advisors first reported a position in IWM in Q4 2021 and held it in 4 quarters. The position peaked at $278K in Q4 2024. 2,579 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Henrickson Nauta Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Henrickson Nauta Wealth Advisors sold 834 iShares Russell 2000 ETF shares in Q1 2026, an estimated $213K.
Henrickson Nauta Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 4 quarters.
Henrickson Nauta Wealth Advisors's iShares Russell 2000 ETF position peaked at $278K in Q4 2024.
2,579 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.