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Northwestern Mutual Investment Services’s iShares Russell 2000 ETF IWM Stock Holding History

Northwestern Mutual Investment Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-90
Closed -$10K – 43
2015
Q4 		$10K Buy
90
+89
+8,900% +$10.3K ﹤0.01% 26
2015
Q3 		$0 Buy
+1
New +$119 ﹤0.01% 355
2015
Q1 		– Sell
-29
Closed -$3K – 116
2014
Q4 		$3K Buy
+29
New +$3.32K ﹤0.01% 84

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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Investment Services's IWM Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 90 shares — an estimated $10K sold.

Northwestern Mutual Investment Services first reported a position in IWM in Q4 2014 and held it in 3 quarters. The position peaked at $10K in Q4 2015. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 90 iShares Russell 2000 ETF shares in Q1 2016, an estimated $10K.
  • Northwestern Mutual Investment Services first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 3 quarters.
  • Northwestern Mutual Investment Services's iShares Russell 2000 ETF position peaked at $10K in Q4 2015.
  • 890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.