iShares S&P 500 Value Index shares owned by Henrickson Nauta Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Henrickson Nauta Wealth Advisors
from 13F filings
Historical chart of Henrickson Nauta Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Henrickson Nauta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.3k | 206.51 |
| 2025-06-30 | $1.1M | 5.5k | 195.42 |
| 2025-03-31 | $972k | 5.5k | 175.37 |
| 2024-12-31 | $1.1M | 5.5k | 190.88 |
| 2024-09-30 | $1.1M | 5.5k | 197.17 |
| 2024-06-30 | $1.3M | 7.0k | 182.01 |
| 2024-03-31 | $1.3M | 7.1k | 181.71 |
| 2023-12-31 | $1.2M | 7.0k | 173.89 |
| 2023-09-30 | $309k | 2.0k | 154.68 |
| 2023-06-30 | $322k | 2.0k | 161.19 |
| 2023-03-31 | $303k | 2.0k | 151.76 |
| 2022-12-31 | $290k | 2.0k | 145.07 |
| 2022-09-30 | $257k | 2.0k | 128.56 |
| 2022-06-30 | $275k | 2.0k | 137.57 |
| 2022-03-31 | $311k | 2.0k | 155.58 |
| 2021-12-31 | $304k | 2.0k | 152.08 |
More positions owned by Henrickson Nauta Wealth Advisors
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