Northwestern Mutual Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.44B | Buy |
119,891,228
+5,810,344
| +5% | +$360M | 5.42% | 3 |
|
|
2025
Q1 | $6.66B | Buy |
114,080,884
+3,403,689
| +3% | +$199M | 5.44% | 4 |
|
|
2024
Q4 | $6.9B | Buy |
110,677,195
+3,648,144
| +3% | +$227M | 5.82% | 3 |
|
|
2024
Q3 | $6.67B | Buy |
107,029,051
+6,538,264
| +7% | +$407M | 5.93% | 3 |
|
|
2024
Q2 | $5.88B | Buy |
100,490,787
+3,196,592
| +3% | +$187M | 5.8% | 3 |
|
|
2024
Q1 | $5.91B | Buy |
97,294,195
+78,591,341
| +420% | +$4.77B | 6.07% | 3 |
|
|
2023
Q4 | $5.19B | Buy |
18,702,854
+931,843
| +5% | +$258M | 5.85% | 3 |
|
|
2023
Q3 | $4.43B | Buy |
17,771,011
+1,214,493
| +7% | +$303M | 5.77% | 3 |
|
|
2023
Q2 | $4.33B | Buy |
16,556,518
+822,634
| +5% | +$215M | 5.6% | 4 |
|
|
2023
Q1 | $3.94B | Buy |
15,733,884
+835,082
| +6% | +$209M | 5.49% | 4 |
|
|
2022
Q4 | $3.61B | Buy |
14,898,802
+2,594,204
| +21% | +$628M | 5.46% | 4 |
|
|
2022
Q3 | $2.7B | Buy |
12,304,598
+680,936
| +6% | +$149M | 4.71% | 4 |
|
|
2022
Q2 | $2.63B | Buy |
11,623,662
+630,526
| +6% | +$143M | 4.52% | 4 |
|
|
2022
Q1 | $2.95B | Buy |
10,993,136
+753,260
| +7% | +$202M | 4.73% | 4 |
|
|
2021
Q4 | $2.9B | Buy |
10,239,876
+556,376
| +6% | +$157M | 4.73% | 4 |
|
|
2021
Q3 | $2.55B | Buy |
9,683,500
+465,111
| +5% | +$122M | 4.66% | 4 |
|
|
2021
Q2 | $2.48B | Sell |
9,218,389
-1,691,695
| -16% | -$455M | 4.7% | 4 |
|
|
2021
Q1 | $2.84B | Buy |
10,910,084
+139,523
| +1% | +$36.3M | 6.03% | 4 |
|
|
2020
Q4 | $2.48B | Buy |
10,770,561
+249,906
| +2% | +$57.4M | 5.72% | 4 |
|
|
2020
Q3 | $1.95B | Buy |
10,520,655
+189,303
| +2% | +$35.1M | 5.25% | 4 |
|
|
2020
Q2 | $1.84B | Buy |
10,331,352
+1,150,288
| +13% | +$205M | 5.67% | 4 |
|
|
2020
Q1 | $1.32B | Buy |
9,181,064
+754,348
| +9% | +$109M | 5.1% | 4 |
|
|
2019
Q4 | $1.73B | Buy |
8,426,716
+457,631
| +6% | +$94.2M | 5.91% | 4 |
|
|
2019
Q3 | $1.54B | Buy |
7,969,085
+380,833
| +5% | +$73.6M | 5.85% | 4 |
|
|
2019
Q2 | $1.47B | Buy |
7,588,252
+502,767
| +7% | +$97.7M | 5.93% | 4 |
|
|
2019
Q1 | $1.34B | Buy |
7,085,485
+517,926
| +8% | +$98.1M | 5.88% | 4 |
|
|
2018
Q4 | $1.09B | Buy |
6,567,559
+491,262
| +8% | +$81.6M | 5.46% | 5 |
|
|
2018
Q3 | $1.22B | Buy |
6,076,297
+420,291
| +7% | +$84.7M | 6.18% | 4 |
|
|
2018
Q2 | $1.1B | Buy |
5,656,006
+411,965
| +8% | +$80.3M | 6.17% | 4 |
|
|
2018
Q1 | $984M | Buy |
5,244,041
+462,763
| +10% | +$86.9M | 5.97% | 5 |
|
|
2017
Q4 | $908M | Buy |
4,781,278
+409,176
| +9% | +$77.7M | 5.78% | 6 |
|
|
2017
Q3 | $782M | Buy |
4,372,102
+367,576
| +9% | +$65.8M | 5.6% | 6 |
|
|
2017
Q2 | $697M | Buy |
4,004,526
+468,489
| +13% | +$81.5M | 5.59% | 5 |
|
|
2017
Q1 | $605M | Buy |
3,536,037
+621,035
| +21% | +$106M | 5.51% | 5 |
|
|
2016
Q4 | $482M | Buy |
2,915,002
+2,286,800
| +364% | +$378M | 5.23% | 5 |
|
|
2016
Q3 | $97.2M | Sell |
628,202
-1,645,764
| -72% | -$255M | 6.41% | 3 |
|
|
2016
Q2 | $340M | Buy |
2,273,966
+391,812
| +21% | +$58.5M | 4.87% | 4 |
|
|
2016
Q1 | $271M | Buy |
1,882,154
+579,083
| +44% | +$83.5M | 4.39% | 4 |
|
|
2015
Q4 | $182M | Buy |
1,303,071
+275,690
| +27% | +$38.4M | 3.62% | 4 |
|
|
2015
Q3 | $140M | Buy |
1,027,381
+285,196
| +38% | +$39M | 3.34% | 4 |
|
|
2015
Q2 | $111M | Buy |
742,185
+63,580
| +9% | +$9.54M | 2.89% | 6 |
|
|
2015
Q1 | $103M | Buy |
678,605
+66,876
| +11% | +$10.2M | 2.89% | 6 |
|
|
2014
Q4 | $88.6M | Buy |
611,729
+58,450
| +11% | +$8.46M | 2.73% | 6 |
|
|
2014
Q3 | $75.7M | Buy |
553,279
+73,183
| +15% | +$10M | 2.65% | 6 |
|
|
2014
Q2 | $68.7M | Buy |
480,096
+60,823
| +15% | +$8.7M | 2.68% | 8 |
|
|
2014
Q1 | $57.6M | Buy |
419,273
+41,130
| +11% | +$5.65M | 2.41% | 9 |
|
|
2013
Q4 | $50.6M | Buy |
378,143
+47,279
| +14% | +$6.33M | 2.3% | 9 |
|
|
2013
Q3 | $41.1M | Buy |
330,864
+24,523
| +8% | +$3.04M | 2.16% | 9 |
|
|
2013
Q2 | $35.4M | Buy |
+306,341
| New | +$35.4M | 2.12% | 11 |
|