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iShares S&P 500 Index shares owned by Henrickson Nauta Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Henrickson Nauta Wealth Advisors from 13F filings

Historical chart of Henrickson Nauta Wealth Advisors investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Henrickson Nauta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Henrickson Nauta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 2.3k 576.88
2024-06-30 $1.8M 3.2k 547.23
2024-03-31 $1.1M 2.1k 516.72
2023-12-31 $867k 1.8k 477.63
2022-12-31 $203k 528 384.23
2021-12-31 $56k 126 444.44