Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Sell
27,690
-58,586
-68% -$3.32M ﹤0.01% 1209
2025
Q4 		$4.76M Buy
86,276
+1,457
+2% +$75.7K ﹤0.01% 785
2025
Q3 		$4.46M Buy
84,819
+3,131
+4% +$163K ﹤0.01% 770
2025
Q2 		$4.05M Sell
81,688
-3,493
-4% -$159K ﹤0.01% 747
2025
Q1 		$3.97M Sell
85,181
-28,634
-25% -$1.44M ﹤0.01% 721
2024
Q4 		$5.73M Sell
113,815
-78,441
-41% -$4.05M ﹤0.01% 578
2024
Q3 		$9.14M Sell
192,256
-139,338
-42% -$6.41M 0.01% 474
2024
Q2 		$13.7M Sell
331,594
-76,633
-19% -$3.17M 0.01% 359
2024
Q1 		$17.7M Buy
408,227
+19,242
+5% +$789K 0.02% 317
2023
Q4 		$16.3M Buy
388,985
+35,352
+10% +$1.27M 0.02% 305
2023
Q3 		$11.9M Buy
353,633
+27,540
+8% +$991K 0.02% 342
2023
Q2 		$11M Buy
326,093
+69,475
+27% +$2.33M 0.01% 347
2023
Q1 		$9.18M Buy
256,618
+241,370
+1,583% +$11.3M 0.01% 364
2022
Q4 		$726K Buy
15,248
+5,329
+54% +$262K ﹤0.01% 973
2022
Q3 		$473K Buy
9,919
+10
+0.1% +$520 ﹤0.01% 1068
2022
Q2 		$488K Buy
9,909
+3,209
+48% +$171K ﹤0.01% 1061
2022
Q1 		$394K Buy
6,700
+990
+17% +$62.7K ﹤0.01% 1167
2021
Q4 		$353K Sell
5,710
-419
-7% -$26.5K ﹤0.01% 1217
2021
Q3 		$371K Sell
6,129
-181
-3% -$10.4K ﹤0.01% 1108
2021
Q2 		$364K Buy
6,310
+869
+16% +$51.5K ﹤0.01% 1096
2021
Q1 		$308K Buy
5,441
+350
+7% +$18.5K ﹤0.01% 1081
2020
Q4 		$231K Buy
5,091
+2,831
+125% +$114K ﹤0.01% 1092
2020
Q3 		$74K Sell
2,260
-7
-0.3% -$236 ﹤0.01% 1380
2020
Q2 		$77K Sell
2,267
-360
-14% -$11.7K ﹤0.01% 1318
2020
Q1 		$76K Sell
2,627
-1,335
-34% -$57.1K ﹤0.01% 1211
2019
Q4 		$202K Sell
3,962
-578
-13% -$28.2K ﹤0.01% 947
2019
Q3 		$211K Sell
4,540
-545
-11% -$24.8K ﹤0.01% 874
2019
Q2 		$233K Sell
5,085
-888
-15% -$40.5K ﹤0.01% 838
2019
Q1 		$260K Sell
5,973
-194
-3% -$8.75K ﹤0.01% 781
2018
Q4 		$246K Sell
6,167
-372
-6% -$16.9K ﹤0.01% 731
2018
Q3 		$320K Buy
6,539
+369
+6% +$18.9K ﹤0.01% 677
2018
Q2 		$303K Sell
6,170
-225
-4% -$11.5K ﹤0.01% 659
2018
Q1 		$322K Buy
6,395
+762
+14% +$39.8K ﹤0.01% 617
2017
Q4 		$278K Sell
5,633
-704
-11% -$33.8K ﹤0.01% 631
2017
Q3 		$299K Sell
6,337
-4
-0.1% -$181 ﹤0.01% 588
2017
Q2 		$289K Buy
6,341
+485
+8% +$21.6K ﹤0.01% 595
2017
Q1 		$263K Buy
5,856
+1,215
+26% +$56.1K ﹤0.01% 590
2016
Q4 		$211K Buy
+4,641
New +$188K ﹤0.01% 634
2016
Q3 		– Sell
-2,771
Closed -$90K – 785
2016
Q2 		$90K Buy
2,771
+1,190
+75% +$39.6K ﹤0.01% 756
2016
Q1 		$50K Buy
1,581
+450
+40% +$14K ﹤0.01% 893
2015
Q4 		$40K Buy
+1,131
New +$39.9K ﹤0.01% 838

Other funds holding IAT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Northwestern Mutual Wealth Management reduced its iShares US Regional Banks ETF (IAT) stake by 68% in Q1 2026, selling an estimated $3.32M and leaving 27,690 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Northwestern Mutual Wealth Management first reported a position in IAT in Q4 2015 and has held it in 41 quarters since. The position peaked at $17.7M in Q1 2024. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • Northwestern Mutual Wealth Management held 27,690 shares of iShares US Regional Banks ETF worth $1.49M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 58,586 iShares US Regional Banks ETF shares in Q1 2026, an estimated $3.32M.
  • iShares US Regional Banks ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1209 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2015 and has held it in 41 quarters since.
  • Northwestern Mutual Wealth Management's iShares US Regional Banks ETF position peaked at $17.7M in Q1 2024.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

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