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
Q2 		$139K Sell
986
-6
-0.6% -$796 ﹤0.01% 2144
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its iShares US Insurance ETF (IAK) stake by 0.6% in Q2 2026, selling an estimated $796 and leaving 986 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

Northwestern Mutual Wealth Management first reported a position in IAK in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.88M in Q3 2024. 146 funds tracked by Wall St. Rank hold IAK as of Q2 2026.

  • Northwestern Mutual Wealth Management held 986 shares of iShares US Insurance ETF worth $139K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 6 iShares US Insurance ETF shares in Q2 2026, an estimated $796.
  • iShares US Insurance ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2144 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Insurance ETF in Q4 2022 and has held it in 15 quarters since.
  • Northwestern Mutual Wealth Management's iShares US Insurance ETF position peaked at $2.88M in Q3 2024.
  • 146 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2026.

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