NMIS
IJS icon

Northwestern Mutual Investment Services’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Northwestern Mutual Investment Services’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12
Closed -$1K – 110
2014
Q4 		$1K Buy
+12
New +$677 ﹤0.01% 115
2014
Q1 		– Sell
-80
Closed -$4K – 118
2013
Q4 		$4K Buy
+80
New +$4.27K ﹤0.01% 46

Other funds holding IJS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Investment Services's IJS Position: Q1 2015 in Review

Northwestern Mutual Investment Services sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2015, closing a stake of 12 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in IJS in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2013. 262 funds tracked by Wall St. Rank hold IJS as of Q1 2015.

  • Northwestern Mutual Investment Services reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 12 iShares S&P Small-Cap 600 Value ETF shares in Q1 2015, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2013 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's iShares S&P Small-Cap 600 Value ETF position peaked at $4K in Q4 2013.
  • 262 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2015, filed 15 May 2015.