Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares US Insurance ETF IAK Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$127K Buy
992
+128
+15% +$17K ﹤0.01% 2083
2025
Q4 		$118K Buy
864
+2
+0.2% +$265 ﹤0.01% 2071
2025
Q3 		$116K Sell
862
-3
-0.3% -$393 ﹤0.01% 1991
2025
Q2 		$116K Sell
865
-86
-9% -$11.4K ﹤0.01% 1952
2025
Q1 		$131K Sell
951
-894
-48% -$117K ﹤0.01% 1833
2024
Q4 		$233K Sell
1,845
-20,464
-92% -$2.67M ﹤0.01% 1591
2024
Q3 		$2.88M Buy
22,309
+5,478
+33% +$668K ﹤0.01% 754
2024
Q2 		$1.9M Buy
16,831
+16,080
+2,141% +$1.83M ﹤0.01% 830
2024
Q1 		$88.2K Buy
751
+534
+246% +$58.1K ﹤0.01% 1859
2023
Q4 		$21.7K Sell
217
-574
-73% -$55.3K ﹤0.01% 2372
2023
Q3 		$72.5K Buy
791
+639
+420% +$58.1K ﹤0.01% 1835
2023
Q2 		$13.4K Sell
152
-77
-34% -$6.65K ﹤0.01% 2459
2023
Q1 		$19.6K Buy
229
+120
+110% +$10.9K ﹤0.01% 2258
2022
Q4 		$9.98K Buy
+109
New +$9.73K ﹤0.01% 2499

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's IAK Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares US Insurance ETF (IAK) stake by 15% in Q1 2026, buying an estimated $17K and bringing the position to 992 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Northwestern Mutual Wealth Management first reported a position in IAK in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.88M in Q3 2024. 131 funds tracked by Wall St. Rank hold IAK as of Q1 2026.

  • Northwestern Mutual Wealth Management held 992 shares of iShares US Insurance ETF worth $127K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 128 iShares US Insurance ETF shares in Q1 2026, an estimated $17K.
  • iShares US Insurance ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2083 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Insurance ETF in Q4 2022 and has held it in 14 quarters since.
  • Northwestern Mutual Wealth Management's iShares US Insurance ETF position peaked at $2.88M in Q3 2024.
  • 131 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.