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

Henrickson Nauta Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,695
Closed -$369K – 121
2025
Q4 		$369K Buy
3,695
+1,159
+46% +$111K 0.05% 89
2025
Q3 		$245K Sell
2,536
-32
-1% -$3.03K 0.08% 78
2025
Q2 		$236K Sell
2,568
-36
-1% -$3.11K 0.08% 74
2025
Q1 		$204K Buy
+2,604
New +$232K 0.08% 75

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 3,695 shares — an estimated $369K sold.

Henrickson Nauta Wealth Advisors first reported a position in IWR in Q1 2025 and held it in 4 quarters. The position peaked at $369K in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Henrickson Nauta Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 3,695 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $369K.
  • Henrickson Nauta Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and held it in 4 quarters.
  • Henrickson Nauta Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $369K in Q4 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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