Henrickson Nauta Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Hold	1,683	–	–	0.06%	100
2026 Q1	$216K	Sell	1,683 -1,683	-50%	-$228K	0.06%	99
2025 Q4	$478K	Buy	3,366 +1,683	+100%	+$235K	0.07%	76
2025 Q3	$240K	Hold	1,683	–	–	0.08%	80
2025 Q2	$233K	Buy	+1,683	New	+$213K	0.08%	76
2025 Q1	–	Sell	-1,683	Closed	-$213K	–	81
2024 Q4	$213K	Buy	+1,683	New	+$214K	0.09%	79
2024 Q3	–	Sell	-1,902	Closed	-$210K	–	85
2024 Q2	$210K	Hold	1,902	–	–	0.09%	71
2024 Q1	$212K	Buy	+1,902	New	+$206K	0.09%	68
2023 Q2	–	Sell	-2,500	Closed	-$228K	–	59
2023 Q1	$228K	Hold	2,500	–	–	0.16%	52
2022 Q4	$209K	Buy	+2,500	New	+$210K	0.17%	52
2022 Q2	–	Sell	-2,500	Closed	-$251K	–	47
2022 Q1	$251K	Hold	2,500	–	–	0.21%	33
2021 Q4	$247K	Buy	+2,500	New	+$292K	0.2%	33

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,683 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #100.

Henrickson Nauta Wealth Advisors first reported a position in IWP in Q4 2021 and has held it in 12 quarters since. The position peaked at $478K in Q4 2025. 329 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Henrickson Nauta Wealth Advisors held 1,683 shares of iShares Russell Mid-Cap Growth ETF worth $246K as of Q2 2026.
Henrickson Nauta Wealth Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #100 holding.
Henrickson Nauta Wealth Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Henrickson Nauta Wealth Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $478K in Q4 2025.
329 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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