HNWA
Henrickson Nauta Wealth Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
+1,683
| New | +$233K | 0.08% | 76 |
|
|
2025
Q1 | – | Sell |
-1,683
| Closed | -$213K | – | 81 |
|
|
2024
Q4 | $213K | Buy |
+1,683
| New | +$213K | 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 | +$212K | 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 | +$209K | 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 | +$247K | 0.2% | 33 |
|