ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Henrickson Nauta Wealth Advisors, Inc.'s Holding History (CIK: 0001903859)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,558 Value ($000) $1,635 Avg Close — Range —
Q3 2025
Shares 5,296 Value ($000) $1,094 Avg Close — Range —
Q2 2025
Shares 5,543 Value ($000) $1,083 Avg Close — Range —
Q1 2025
Shares 5,543 Value ($000) $972 Avg Close — Range —
Q4 2024
Shares 5,543 Value ($000) $1,058 Avg Close — Range —
Q3 2024
Shares 5,543 Value ($000) $1,093 Avg Close — Range —
Q2 2024
Shares 6,972 Value ($000) $1,269 Avg Close — Range —
Q1 2024
Shares 7,093 Value ($000) $1,289 Avg Close — Range —
Q4 2023
Shares 6,976 Value ($000) $1,213 Avg Close — Range —
Q3 2023
Shares 1,999 Value ($000) $309 Avg Close — Range —
Q2 2023
Shares 1,999 Value ($000) $322 Avg Close — Range —
Q1 2023
Shares 1,999 Value ($000) $303 Avg Close — Range —
Q4 2022
Shares 1,999 Value ($000) $290 Avg Close — Range —
Q3 2022
Shares 1,999 Value ($000) $257 Avg Close — Range —
Q2 2022
Shares 1,999 Value ($000) $275 Avg Close — Range —
Q1 2022
Shares 1,999 Value ($000) $311 Avg Close — Range —
Q4 2021
Shares 1,999 Value ($000) $304 Avg Close — Range —