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Northwestern Mutual Investment Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Northwestern Mutual Investment Services’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-6
Closed -$1K – 230
2015
Q3 		$1K Buy
+6
New +$1.23K ﹤0.01% 250
2014
Q3 		– Sell
-1
Closed – – 95
2014
Q2 		$0 Buy
+1
New +$191 ﹤0.01% 135

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Investment Services's IVV Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of iShares Core S&P 500 ETF (IVV) in Q4 2015, closing a stake of 6 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in IVV in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2015. 906 funds tracked by Wall St. Rank hold IVV as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining iShares Core S&P 500 ETF position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 6 iShares Core S&P 500 ETF shares in Q4 2015, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in iShares Core S&P 500 ETF in Q2 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's iShares Core S&P 500 ETF position peaked at $1K in Q3 2015.
  • 906 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.