Henrickson Nauta Wealth Advisors, Inc. Ishares Russell Mid Cap ETF 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 ETF stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 3,695 shares of IWR stock, worth $349,620. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,695
Previous 2,536 45.7%
Holding current value
$349,620
Previous $244,000 43.03%
% of portfolio
0.06%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$94.02 - $97.61 $108,969 - $113,129
1,159 Added 45.7%
3,695 $349,000
Q3 2025

Oct 17, 2025
SELL
$92.26 - $97.51 $2,952 - $3,120
-32 Reduced 1.25%
2,536 $244,000
Q2 2025

Jul 08, 2025
SELL
$74.88 - $91.97 $2,695 - $3,310
-36 Reduced 1.38%
2,568 $236,000
Q1 2025

Apr 14, 2025
BUY
$82.81 - $92.93 $215,637 - $241,989
2,604 New
2,604 $220,000

Others Institutions Holding IWR

# of Institutions
1,637
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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