Northwestern Mutual Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Sell	20,184 -1,245	-6%	-$88.5K	﹤0.01%	1262
2026 Q1	$1.39M	Sell	21,429 -920	-4%	-$62.2K	﹤0.01%	1225
2025 Q4	$1.45M	Buy	22,349 +4,669	+26%	+$300K	﹤0.01%	1160
2025 Q3	$1.12M	Buy	17,680 +686	+4%	+$42.1K	﹤0.01%	1198
2025 Q2	$990K	Buy	16,994 +3,339	+24%	+$182K	﹤0.01%	1170
2025 Q1	$740K	Sell	13,655 -88	-0.6%	-$5.14K	﹤0.01%	1207
2024 Q4	$806K	Buy	13,743 +8,688	+172%	+$525K	﹤0.01%	1140
2024 Q3	$297K	Sell	5,055 -919	-15%	-$51.8K	﹤0.01%	1494
2024 Q2	$322K	Buy	5,974 +1,281	+27%	+$69K	﹤0.01%	1399
2024 Q1	$264K	Buy	4,693 +18	+0.4%	+$958	﹤0.01%	1462
2023 Q4	$251K	Buy	4,675 +1,417	+43%	+$67.8K	﹤0.01%	1429
2023 Q3	$153K	Sell	3,258 -4	-0.1%	-$199	﹤0.01%	1555
2023 Q2	$162K	Buy	3,262 +898	+38%	+$42.3K	﹤0.01%	1548
2023 Q1	$112K	Buy	2,364 +19	+0.8%	+$923	﹤0.01%	1644
2022 Q4	$107K	Buy	2,345 +1,116	+91%	+$51.5K	﹤0.01%	1625
2022 Q3	$52K	Sell	1,229 -30	-2%	-$1.43K	﹤0.01%	1897
2022 Q2	$56K	Buy	1,259 +699	+125%	+$33.8K	﹤0.01%	1876
2022 Q1	$30K	Buy	560 +263	+89%	+$14K	﹤0.01%	2140
2021 Q4	$17K	Hold	297	–	–	﹤0.01%	2397
2021 Q3	$17K	Buy	297 +223	+301%	+$12.7K	﹤0.01%	2281
2021 Q2	$4K	Buy	+74	New	+$4.29K	﹤0.01%	2696
2020 Q2	–	Sell	-2,128	Closed	-$67K	–	2539
2020 Q1	$67K	Buy	2,128 +1,480	+228%	+$62.2K	﹤0.01%	1268
2019 Q4	$31K	Hold	648	–	–	﹤0.01%	1609
2019 Q3	$28K	Buy	648 +136	+27%	+$5.89K	﹤0.01%	1616
2019 Q2	$22K	Buy	+512	New	+$22K	﹤0.01%	1696
2017 Q1	–	Sell	-1,160	Closed	-$45K	–	2205
2016 Q4	$45K	Buy	+1,160	New	+$43.2K	﹤0.01%	1064
2016 Q2	–	Sell	-824	Closed	-$27K	–	2151
2016 Q1	$27K	Buy	+824	New	+$25.4K	﹤0.01%	1083

Other funds holding ISCB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management's ISCB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Morningstar Small-Cap ETF (ISCB) stake by 5.8% in Q2 2026, selling an estimated $88.5K and leaving 20,184 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Northwestern Mutual Wealth Management first reported a position in ISCB in Q1 2016 and has held it in 27 quarters since. 88 funds tracked by Wall St. Rank hold ISCB as of Q2 2026.

Northwestern Mutual Wealth Management held 20,184 shares of iShares Morningstar Small-Cap ETF worth $1.52M as of Q2 2026.
Northwestern Mutual Wealth Management sold 1,245 iShares Morningstar Small-Cap ETF shares in Q2 2026, an estimated $88.5K.
iShares Morningstar Small-Cap ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1262 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Morningstar Small-Cap ETF in Q1 2016 and has held it in 27 quarters since.
88 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.