Northwestern Mutual Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84.7M	Buy	639,260 +5,742	+0.9%	+$786K	0.05%	179
2025 Q4	$83.4M	Buy	633,518 +5,830	+0.9%	+$759K	0.05%	185
2025 Q3	$81.4M	Buy	627,688 +1,308	+0.2%	+$167K	0.05%	181
2025 Q2	$77.4M	Buy	626,380 +35,310	+6%	+$4.15M	0.06%	165
2025 Q1	$70.8M	Sell	591,070 -6,816	-1%	-$853K	0.06%	156
2024 Q4	$74.7M	Buy	597,886 +901	+0.2%	+$115K	0.06%	143
2024 Q3	$73.8M	Sell	596,985 -34,324	-5%	-$4.08M	0.07%	143
2024 Q2	$71.6M	Buy	631,309 +9,162	+1%	+$1.05M	0.07%	133
2024 Q1	$73.6M	Buy	622,147 +11,591	+2%	+$1.31M	0.08%	123
2023 Q4	$69.6M	Buy	610,556 +19,498	+3%	+$2.01M	0.08%	123
2023 Q3	$59.7M	Sell	591,058 -6,137	-1%	-$656K	0.08%	122
2023 Q2	$64M	Buy	597,195 +3,067	+0.5%	+$312K	0.08%	119
2023 Q1	$61.1M	Sell	594,128 -1,247	-0.2%	-$133K	0.09%	117
2022 Q4	$60M	Sell	595,375 -79,136	-12%	-$7.9M	0.09%	114
2022 Q3	$60.7M	Sell	674,511 -32,245	-5%	-$3.21M	0.11%	93
2022 Q2	$66.7M	Buy	706,756 +23,610	+3%	+$2.41M	0.11%	86
2022 Q1	$74.9M	Sell	683,146 -15,534	-2%	-$1.68M	0.12%	88
2021 Q4	$77.3M	Buy	698,680 +37,750	+6%	+$4.11M	0.13%	80
2021 Q3	$68.1M	Buy	660,930 +23,671	+4%	+$2.49M	0.12%	82
2021 Q2	$67.1M	Buy	637,259 +37,725	+6%	+$4.03M	0.13%	81
2021 Q1	$61.1M	Buy	599,534 +119,177	+25%	+$11.4M	0.13%	80
2020 Q4	$41.5M	Sell	480,357 -3,375	-0.7%	-$265K	0.1%	100
2020 Q3	$32.6M	Sell	483,732 -54,394	-10%	-$3.76M	0.09%	105
2020 Q2	$35.8M	Sell	538,126 -6,654	-1%	-$417K	0.11%	88
2020 Q1	$29.9M	Sell	544,780 -3,124	-0.6%	-$235K	0.12%	88
2019 Q4	$46.8M	Buy	547,904 +13,872	+3%	+$1.14M	0.16%	66
2019 Q3	$42.7M	Buy	534,032 +25,182	+5%	+$1.98M	0.16%	66
2019 Q2	$40.6M	Buy	508,850 +27,510	+6%	+$2.18M	0.16%	66
2019 Q1	$37.8M	Buy	481,340 +13,128	+3%	+$1.02M	0.17%	67
2018 Q4	$32.4M	Buy	468,212 +133,956	+40%	+$10.2M	0.16%	68
2018 Q3	$28M	Buy	334,256 +3,774	+1%	+$315K	0.14%	72
2018 Q2	$26.8M	Sell	330,482 -7,276	-2%	-$582K	0.15%	72
2018 Q1	$26.1M	Sell	337,758 -5,020	-1%	-$398K	0.16%	69
2017 Q4	$27.4M	Buy	342,778 +30,632	+10%	+$2.39M	0.17%	66
2017 Q3	$23.8M	Buy	312,146 +6,940	+2%	+$515K	0.17%	69
2017 Q2	$22.7M	Buy	305,206 +18,440	+6%	+$1.36M	0.18%	68
2017 Q1	$21.3M	Sell	286,766 -3,310	-1%	-$246K	0.19%	68
2016 Q4	$21.1M	Buy	+290,076	New	+$20.1M	0.23%	67
2016 Q3	–	Sell	-256,990	Closed	-$16.5M	–	815
2016 Q2	$16.5M	Buy	256,990 +3,706	+1%	+$233K	0.24%	69
2016 Q1	$15.7M	Buy	253,284 +5,794	+2%	+$328K	0.25%	70
2015 Q4	$14.5M	Sell	247,490 -13,830	-5%	-$837K	0.29%	69
2015 Q3	$15.1M	Buy	261,320 +21,948	+9%	+$1.34M	0.36%	60
2015 Q2	$15.4M	Buy	239,372 +6,154	+3%	+$406K	0.4%	48
2015 Q1	$15.3M	Buy	233,218 +5,854	+3%	+$376K	0.43%	43
2014 Q4	$14.5M	Buy	227,364 +12,168	+6%	+$754K	0.45%	44
2014 Q3	$12.9M	Buy	215,196 +21,196	+11%	+$1.32M	0.45%	45
2014 Q2	$12.3M	Sell	194,000 -6,962	-3%	-$424K	0.48%	44
2014 Q1	$12.1M	Buy	200,962 +13,560	+7%	+$794K	0.51%	44
2013 Q4	$10.9M	Buy	187,402 +14,614	+8%	+$823K	0.49%	44
2013 Q3	$9.33M	Buy	172,788 +6,500	+4%	+$347K	0.49%	47
2013 Q2	$8.42M	Buy	+166,288	New	+$8.41M	0.5%	42