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
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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
Download as csv Download as ExcelQuarterly 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 |
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