Northwestern Mutual Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.5M | Sell |
375,660
-6,563
| -2% | -$793K | 0.03% | 293 |
|
|
2025
Q4 | $43.5M | Buy |
382,223
+1,735
| +0.5% | +$194K | 0.03% | 297 |
|
|
2025
Q3 | $42.1M | Buy |
380,488
+2,067
| +0.5% | +$220K | 0.03% | 285 |
|
|
2025
Q2 | $37.6M | Buy |
378,421
+958
| +0.3% | +$90.5K | 0.03% | 284 |
|
|
2025
Q1 | $36.8M | Buy |
377,463
+28,343
| +8% | +$2.99M | 0.03% | 266 |
|
|
2024
Q4 | $37.9M | Buy |
349,120
+30,381
| +10% | +$3.37M | 0.03% | 252 |
|
|
2024
Q3 | $34.3M | Sell |
318,739
-52,885
| -14% | -$5.49M | 0.03% | 256 |
|
|
2024
Q2 | $36.1M | Sell |
371,624
-70,662
| -16% | -$6.94M | 0.04% | 247 |
|
|
2024
Q1 | $45.5M | Sell |
442,286
-171,285
| -28% | -$17M | 0.05% | 202 |
|
|
2023
Q4 | $63.2M | Sell |
613,571
-78,586
| -11% | -$7.16M | 0.07% | 131 |
|
|
2023
Q3 | $61.8M | Sell |
692,157
-18,974
| -3% | -$1.81M | 0.08% | 118 |
|
|
2023
Q2 | $67.6M | Buy |
711,131
+1,381
| +0.2% | +$126K | 0.09% | 113 |
|
|
2023
Q1 | $66.4M | Buy |
709,750
+45,139
| +7% | +$4.41M | 0.09% | 108 |
|
|
2022
Q4 | $60.7M | Buy |
664,611
+38,092
| +6% | +$3.51M | 0.09% | 111 |
|
|
2022
Q3 | $51.7M | Buy |
626,519
+62,831
| +11% | +$5.81M | 0.09% | 111 |
|
|
2022
Q2 | $50.2M | Buy |
563,688
+75,139
| +15% | +$7.2M | 0.09% | 118 |
|
|
2022
Q1 | $50M | Buy |
488,549
+33,509
| +7% | +$3.42M | 0.08% | 123 |
|
|
2021
Q4 | $47.5M | Buy |
455,040
+10,797
| +2% | +$1.13M | 0.08% | 122 |
|
|
2021
Q3 | $44.7M | Sell |
444,243
-4,355
| -1% | -$440K | 0.08% | 119 |
|
|
2021
Q2 | $47.3M | Buy |
448,598
+159,017
| +55% | +$16.6M | 0.09% | 111 |
|
|
2021
Q1 | $29.2M | Buy |
289,581
+53,787
| +23% | +$5.09M | 0.06% | 144 |
|
|
2020
Q4 | $19.2M | Sell |
235,794
-2,822
| -1% | -$205K | 0.04% | 166 |
|
|
2020
Q3 | $14.6M | Sell |
238,616
-18,928
| -7% | -$1.19M | 0.04% | 173 |
|
|
2020
Q2 | $15.5M | Sell |
257,544
-23,950
| -9% | -$1.34M | 0.05% | 155 |
|
|
2020
Q1 | $14.1M | Buy |
281,494
+35,456
| +14% | +$2.46M | 0.05% | 146 |
|
|
2019
Q4 | $19.8M | Buy |
246,038
+3,700
| +2% | +$287K | 0.07% | 126 |
|
|
2019
Q3 | $18.2M | Buy |
242,338
+10,008
| +4% | +$736K | 0.07% | 127 |
|
|
2019
Q2 | $17.3M | Buy |
232,330
+1,744
| +0.8% | +$129K | 0.07% | 129 |
|
|
2019
Q1 | $17M | Buy |
230,586
+3,948
| +2% | +$292K | 0.07% | 124 |
|
|
2018
Q4 | $14.9M | Buy |
226,638
+51,428
| +29% | +$3.82M | 0.07% | 124 |
|
|
2018
Q3 | $14.6M | Sell |
175,210
-658
| -0.4% | -$55.6K | 0.07% | 127 |
|
|
2018
Q2 | $14.4M | Buy |
175,868
+3,682
| +2% | +$294K | 0.08% | 124 |
|
|
2018
Q1 | $13M | Buy |
172,186
+1,890
| +1% | +$145K | 0.08% | 129 |
|
|
2017
Q4 | $13.1M | Buy |
170,296
+4,662
| +3% | +$351K | 0.08% | 126 |
|
|
2017
Q3 | $12.3M | Buy |
165,634
+1,240
| +0.8% | +$86.5K | 0.09% | 123 |
|
|
2017
Q2 | $11.5M | Buy |
164,394
+13,722
| +9% | +$948K | 0.09% | 124 |
|
|
2017
Q1 | $10.4M | Sell |
150,672
-115,830
| -43% | -$8.06M | 0.1% | 121 |
|
|
2016
Q4 | $18.7M | Buy |
+266,502
| New | +$17.5M | 0.2% | 72 |
|
|
2016
Q3 | – | Sell |
-142,758
| Closed | -$8.34M | – | 816 |
|
|
2016
Q2 | $8.34M | Buy |
142,758
+5,854
| +4% | +$336K | 0.12% | 125 |
|
|
2016
Q1 | $7.76M | Buy |
136,904
+5,204
| +4% | +$270K | 0.13% | 125 |
|
|
2015
Q4 | $7.12M | Sell |
131,700
-16,084
| -11% | -$892K | 0.14% | 125 |
|
|
2015
Q3 | $7.74M | Buy |
147,784
+2,148
| +1% | +$119K | 0.18% | 105 |
|
|
2015
Q2 | $8.57M | Buy |
145,636
+868
| +0.6% | +$51.6K | 0.22% | 84 |
|
|
2015
Q1 | $8.61M | Buy |
144,768
+94,576
| +188% | +$5.5M | 0.24% | 83 |
|
|
2014
Q4 | $2.96M | Sell |
50,192
-1,086
| -2% | -$61.3K | 0.09% | 156 |
|
|
2014
Q3 | $2.75M | Buy |
51,278
+4,886
| +11% | +$275K | 0.1% | 157 |
|
|
2014
Q2 | $2.68M | Sell |
46,392
-848
| -2% | -$47.5K | 0.1% | 143 |
|
|
2014
Q1 | $2.68M | Buy |
47,240
+9,640
| +26% | +$533K | 0.11% | 142 |
|
|
2013
Q4 | $2.09M | Buy |
37,600
+2,718
| +8% | +$145K | 0.1% | 149 |
|
|
2013
Q3 | $1.78M | Buy |
34,882
+1,106
| +3% | +$55K | 0.09% | 153 |
|
|
2013
Q2 | $1.58M | Buy |
+33,776
| New | +$1.55M | 0.09% | 153 |
|
Other funds holding IJS
SP
UFF
PCIA
Northwestern Mutual Wealth Management's IJS Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.7% in Q1 2026, selling an estimated $793K and leaving 375,660 shares worth $44.5M. The position accounts for 0.03% of the portfolio, ranked #293.
Northwestern Mutual Wealth Management first reported a position in IJS in Q2 2013 and has held it in 51 quarters since. The position peaked at $67.6M in Q2 2023. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.
- Northwestern Mutual Wealth Management held 375,660 shares of iShares S&P Small-Cap 600 Value ETF worth $44.5M as of Q1 2026.
- Northwestern Mutual Wealth Management sold 6,563 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $793K.
- iShares S&P Small-Cap 600 Value ETF made up 0.03% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #293 holding.
- Northwestern Mutual Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 51 quarters since.
- Northwestern Mutual Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $67.6M in Q2 2023.
- 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.