Henrickson Nauta Wealth Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$629 Million
Q4 2025

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 3,366 shares of IWP stock, worth $460,603. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,366

Previous 1,683 100.0%

Holding current value

$460,603

Previous $239,000 92.47%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$136.84 - $145.3 $230,301 - $244,539	1,683 Added 100.0%	3,366 $460,000
Q2 2025 Jul 08, 2025	BUY	$104.34 - $138.68 $175,604 - $233,398	1,683 New	1,683 $233,000
Q4 2024 Jan 14, 2025	BUY	$116.4 - $138.52 $195,901 - $233,129	1,683 New	1,683 $213,000
Q1 2024 Apr 15, 2024	BUY	$100.66 - $114.14 $191,455 - $217,094	1,902 New	1,902 $217,000
Q4 2022 Feb 02, 2023	BUY	$77.4 - $89.88 $193,500 - $224,700	2,500 New	2,500 $209,000

Q2 2022 Aug 09, 2022	SELL	$75.41 - $102.47 $188,525 - $256,175	-2,500 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$109.8 - $123.28 $274,500 - $308,200	2,500 New	2,500 $247,000

Others Institutions Holding IWP

# of Institutions

1,325

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Henrickson Nauta Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Henrickson Nauta Wealth Advisors, Inc. with notifications on news.

Account

Henrickson Nauta Wealth Advisors, Inc. Ishares Russell Mid Cap Growth Transaction History