Northwestern Mutual Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.4B | Buy |
43,438,406
+875,819
| +2% | +$111M | 3.32% | 5 |
|
|
2025
Q4 | $5.12B | Buy |
42,562,587
+235,129
| +0.6% | +$28.1M | 3.24% | 5 |
|
|
2025
Q3 | $5.03B | Buy |
42,327,458
+1,024,536
| +2% | +$118M | 3.35% | 5 |
|
|
2025
Q2 | $4.51B | Buy |
41,302,922
+2,252,323
| +6% | +$233M | 3.29% | 5 |
|
|
2025
Q1 | $4.08B | Buy |
39,050,599
+923,688
| +2% | +$104M | 3.34% | 5 |
|
|
2024
Q4 | $4.39B | Buy |
38,126,911
+1,786,495
| +5% | +$213M | 3.71% | 5 |
|
|
2024
Q3 | $4.25B | Buy |
36,340,416
+1,437,292
| +4% | +$162M | 3.78% | 5 |
|
|
2024
Q2 | $3.72B | Buy |
34,903,124
+1,149,045
| +3% | +$123M | 3.67% | 5 |
|
|
2024
Q1 | $3.73B | Buy |
33,754,079
+794,194
| +2% | +$84.3M | 3.83% | 5 |
|
|
2023
Q4 | $3.57B | Buy |
32,959,885
+835,053
| +3% | +$80.5M | 4.02% | 5 |
|
|
2023
Q3 | $3.03B | Buy |
32,124,832
+2,215,620
| +7% | +$221M | 3.94% | 5 |
|
|
2023
Q2 | $2.98B | Buy |
29,909,212
+1,373,998
| +5% | +$131M | 3.85% | 5 |
|
|
2023
Q1 | $2.76B | Buy |
28,535,214
+1,370,041
| +5% | +$137M | 3.85% | 5 |
|
|
2022
Q4 | $2.57B | Buy |
27,165,173
+480,357
| +2% | +$46.1M | 3.89% | 5 |
|
|
2022
Q3 | $2.33B | Sell |
26,684,816
-652
| -0% | -$63.3K | 4.06% | 5 |
|
|
2022
Q2 | $2.47B | Buy |
26,685,468
+1,722,218
| +7% | +$171M | 4.24% | 5 |
|
|
2022
Q1 | $2.69B | Buy |
24,963,250
+2,109,486
| +9% | +$228M | 4.32% | 5 |
|
|
2021
Q4 | $2.62B | Buy |
22,853,764
+1,494,887
| +7% | +$170M | 4.27% | 5 |
|
|
2021
Q3 | $2.33B | Buy |
21,358,877
+1,055,576
| +5% | +$116M | 4.26% | 5 |
|
|
2021
Q2 | $2.29B | Buy |
20,303,301
+924,726
| +5% | +$103M | 4.36% | 5 |
|
|
2021
Q1 | $2.1B | Sell |
19,378,575
-174,677
| -0.9% | -$18.3M | 4.47% | 5 |
|
|
2020
Q4 | $1.8B | Buy |
19,553,252
+423,256
| +2% | +$34.8M | 4.15% | 6 |
|
|
2020
Q3 | $1.34B | Buy |
19,129,996
+646,955
| +4% | +$46.4M | 3.62% | 7 |
|
|
2020
Q2 | $1.26B | Buy |
18,483,041
+1,133,726
| +7% | +$71.6M | 3.89% | 7 |
|
|
2020
Q1 | $973M | Buy |
17,349,315
+1,917,516
| +12% | +$143M | 3.76% | 7 |
|
|
2019
Q4 | $1.29B | Buy |
15,431,799
+5,044,602
| +49% | +$406M | 4.41% | 7 |
|
|
2019
Q3 | $809M | Buy |
10,387,197
+4,407,653
| +74% | +$341M | 3.07% | 8 |
|
|
2019
Q2 | $468M | Buy |
5,979,544
+466,065
| +8% | +$36.2M | 1.88% | 9 |
|
|
2019
Q1 | $425M | Buy |
5,513,479
+368,489
| +7% | +$28.3M | 1.86% | 9 |
|
|
2018
Q4 | $357M | Sell |
5,144,990
-130,399
| -2% | -$10.1M | 1.79% | 9 |
|
|
2018
Q3 | $460M | Buy |
5,275,389
+235,925
| +5% | +$20.7M | 2.32% | 8 |
|
|
2018
Q2 | $421M | Buy |
5,039,464
+169,565
| +3% | +$13.8M | 2.36% | 8 |
|
|
2018
Q1 | $375M | Buy |
4,869,899
+147,502
| +3% | +$11.5M | 2.28% | 8 |
|
|
2017
Q4 | $363M | Buy |
4,722,397
+147,110
| +3% | +$11.1M | 2.31% | 8 |
|
|
2017
Q3 | $340M | Buy |
4,575,287
+307,058
| +7% | +$21.5M | 2.43% | 8 |
|
|
2017
Q2 | $299M | Buy |
4,268,229
+161,060
| +4% | +$11.2M | 2.4% | 9 |
|
|
2017
Q1 | $284M | Buy |
4,107,169
+300,927
| +8% | +$20.8M | 2.58% | 9 |
|
|
2016
Q4 | $262M | Buy |
3,806,242
+2,863,774
| +304% | +$185M | 2.84% | 8 |
|
|
2016
Q3 | $58.5M | Sell |
942,468
-2,273,178
| -71% | -$139M | 3.86% | 7 |
|
|
2016
Q2 | $187M | Buy |
3,215,646
+124,496
| +4% | +$7.1M | 2.68% | 8 |
|
|
2016
Q1 | $174M | Buy |
3,091,150
+608,482
| +25% | +$31.8M | 2.82% | 8 |
|
|
2015
Q4 | $137M | Buy |
2,482,668
+392,956
| +19% | +$22.1M | 2.73% | 6 |
|
|
2015
Q3 | $111M | Buy |
2,089,712
+315,228
| +18% | +$17.9M | 2.65% | 8 |
|
|
2015
Q2 | $105M | Buy |
1,774,484
+156,120
| +10% | +$9.23M | 2.71% | 8 |
|
|
2015
Q1 | $95.5M | Buy |
1,618,364
+129,702
| +9% | +$7.43M | 2.67% | 7 |
|
|
2014
Q4 | $84.9M | Buy |
1,488,662
+881,312
| +145% | +$48.1M | 2.62% | 8 |
|
|
2014
Q3 | $31.7M | Buy |
607,350
+84,650
| +16% | +$4.61M | 1.11% | 20 |
|
|
2014
Q2 | $29.3M | Buy |
522,700
+82,948
| +19% | +$4.49M | 1.14% | 17 |
|
|
2014
Q1 | $24.2M | Buy |
439,752
+44,680
| +11% | +$2.42M | 1.01% | 23 |
|
|
2013
Q4 | $21.6M | Buy |
395,072
+38,806
| +11% | +$2.03M | 0.98% | 26 |
|
|
2013
Q3 | $17.8M | Buy |
356,266
+26,768
| +8% | +$1.29M | 0.93% | 24 |
|
|
2013
Q2 | $14.9M | Buy |
+329,498
| New | +$14.6M | 0.89% | 27 |
|
Other funds holding IJR
Northwestern Mutual Wealth Management's IJR Position: Q1 2026 in Review
Northwestern Mutual Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.1% in Q1 2026, buying an estimated $111M and bringing the position to 43,438,406 shares worth $5.4B. The position accounts for 3.32% of the portfolio, ranked #5.
Northwestern Mutual Wealth Management first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Northwestern Mutual Wealth Management held 43,438,406 shares of iShares Core S&P Small-Cap ETF worth $5.4B as of Q1 2026.
- Northwestern Mutual Wealth Management bought 875,819 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $111M.
- iShares Core S&P Small-Cap ETF made up 3.32% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #5 holding.
- Northwestern Mutual Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.