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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
2024-03-31 $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

More positions owned by Henrickson Nauta Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ufp Industries (UFPI)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Illinois Tool Works (ITW)
Dimensional Etf Trust Short Duration F (DFSD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Henrickson Nauta Wealth Advisors

Top funds holding iShares S&P 500 Index

Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index