Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283K Buy
1,612
+143
+10% +$25.5K ﹤0.01% 1853
2026
Q1 		$241K Buy
1,469
+80
+6% +$14K ﹤0.01% 1823
2025
Q4 		$249K Buy
1,389
+536
+63% +$94.1K ﹤0.01% 1773
2025
Q3 		$151K Sell
853
-51
-6% -$8.88K ﹤0.01% 1902
2025
Q2 		$153K Sell
904
-114
-11% -$16.8K ﹤0.01% 1852
2025
Q1 		$143K Sell
1,018
-12
-1% -$1.78K ﹤0.01% 1799
2024
Q4 		$148K Buy
1,030
+213
+26% +$30.4K ﹤0.01% 1770
2024
Q3 		$105K Sell
817
-269
-25% -$33.2K ﹤0.01% 1876
2024
Q2 		$127K Sell
1,086
-17
-2% -$1.96K ﹤0.01% 1739
2024
Q1 		$128K Buy
1,103
+361
+49% +$39.2K ﹤0.01% 1729
2023
Q4 		$80.5K Sell
742
-149
-17% -$14.3K ﹤0.01% 1865
2023
Q3 		$81.1K Sell
891
-105
-11% -$9.93K ﹤0.01% 1788
2023
Q2 		$90.4K Sell
996
-94
-9% -$8.42K ﹤0.01% 1763
2023
Q1 		$99.9K Sell
1,090
-271
-20% -$26.7K ﹤0.01% 1688
2022
Q4 		$131K Buy
1,361
+57
+4% +$5.46K ﹤0.01% 1558
2022
Q3 		$111K Sell
1,304
-468
-26% -$42.8K ﹤0.01% 1602
2022
Q2 		$149K Sell
1,772
-668
-27% -$60.1K ﹤0.01% 1490
2022
Q1 		$244K Buy
2,440
+2,252
+1,198% +$237K ﹤0.01% 1352
2021
Q4 		$21K Buy
188
+121
+181% +$13.4K ﹤0.01% 2312
2021
Q3 		$7K Sell
67
-146
-69% -$15.4K ﹤0.01% 2571
2021
Q2 		$22K Buy
+213
New +$21K ﹤0.01% 2156
2020
Q4 		– Sell
-1,266
Closed -$79K – 2775
2020
Q3 		$79K Buy
+1,266
New +$79.1K ﹤0.01% 1353
2018
Q3 		– Sell
-765
Closed -$49K – 2533
2018
Q2 		$49K Buy
+765
New +$51.1K ﹤0.01% 1249

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management's IAI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 9.7% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,612 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Northwestern Mutual Wealth Management first reported a position in IAI in Q2 2018 and has held it in 23 quarters since. 190 funds tracked by Wall St. Rank hold IAI as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,612 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $283K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 143 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2026, an estimated $25.5K.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1853 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2018 and has held it in 23 quarters since.
  • 190 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.