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Northwestern Mutual Investment Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Northwestern Mutual Investment Services’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-39
Closed -$3K – 98
2014
Q2 		$3K Hold
39
– – ﹤0.01% 84
2014
Q1 		$3K Buy
+39
New +$2.59K ﹤0.01% 67

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Investment Services's IWS Position: Q3 2014 in Review

Northwestern Mutual Investment Services sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2014, closing a stake of 39 shares — an estimated $3K sold.

Northwestern Mutual Investment Services first reported a position in IWS in Q1 2014 and held it in 2 quarters. The position peaked at $3K in Q2 2014. 305 funds tracked by Wall St. Rank hold IWS as of Q3 2014.

  • Northwestern Mutual Investment Services reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 39 iShares Russell Mid-Cap Value ETF shares in Q3 2014, an estimated $3K.
  • Northwestern Mutual Investment Services first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's iShares Russell Mid-Cap Value ETF position peaked at $3K in Q2 2014.
  • 305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q3 2014, filed 14 Nov 2014.