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

Northwestern Mutual Wealth Management’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.7M Buy
541,335
+21,783
+4% +$1.25M 0.02% 356
2025
Q4 		$28.8M Buy
519,552
+28,968
+6% +$1.6M 0.02% 360
2025
Q3 		$26.6M Sell
490,584
-110
-0% -$5.74K 0.02% 356
2025
Q2 		$24.4M Buy
490,694
+25,362
+5% +$1.17M 0.02% 345
2025
Q1 		$21M Buy
465,332
+26,463
+6% +$1.3M 0.02% 341
2024
Q4 		$21.7M Buy
438,869
+15,780
+4% +$803K 0.02% 316
2024
Q3 		$20.7M Buy
423,089
+3,662
+0.9% +$172K 0.02% 314
2024
Q2 		$19.1M Buy
419,427
+2,296
+0.6% +$103K 0.02% 314
2024
Q1 		$19.4M Sell
417,131
-114
-0% -$5.04K 0.02% 302
2023
Q4 		$18.4M Buy
417,245
+18,554
+5% +$729K 0.02% 290
2023
Q3 		$15.5M Buy
398,691
+3,244
+0.8% +$133K 0.02% 304
2023
Q2 		$16.4M Buy
395,447
+7,078
+2% +$277K 0.02% 294
2023
Q1 		$15.1M Buy
388,369
+14,602
+4% +$568K 0.02% 290
2022
Q4 		$13.5M Buy
373,767
+11,592
+3% +$424K 0.02% 288
2022
Q3 		$12.6M Buy
362,175
+352,971
+3,835% +$13.5M 0.02% 265
2022
Q2 		$325K Sell
9,204
-34,599
-79% -$1.34M ﹤0.01% 1228
2022
Q1 		$1.94M Buy
43,803
+41,995
+2,323% +$1.84M ﹤0.01% 651
2021
Q4 		$90K Buy
1,808
+291
+19% +$14.7K ﹤0.01% 1748
2021
Q3 		$74K Buy
1,517
+5
+0.3% +$252 ﹤0.01% 1758
2021
Q2 		$78K Sell
1,512
-336
-18% -$17K ﹤0.01% 1702
2021
Q1 		$93K Buy
1,848
+174
+10% +$9.28K ﹤0.01% 1514
2020
Q4 		$85K Buy
1,674
+474
+40% +$21.5K ﹤0.01% 1463
2020
Q3 		$48K Sell
1,200
-156
-12% -$6.06K ﹤0.01% 1522
2020
Q2 		$50K Sell
1,356
-1,428
-51% -$47.1K ﹤0.01% 1439
2020
Q1 		$77K Buy
2,784
+420
+18% +$14K ﹤0.01% 1205
2019
Q4 		$84K Buy
2,364
+120
+5% +$4.07K ﹤0.01% 1250
2019
Q3 		$73K Buy
2,244
+624
+39% +$21.1K ﹤0.01% 1284
2019
Q2 		$55K Buy
1,620
+30
+2% +$1K ﹤0.01% 1347
2019
Q1 		$53K Sell
1,590
-450
-22% -$14.3K ﹤0.01% 1332
2018
Q4 		$57K Buy
2,040
+156
+8% +$4.78K ﹤0.01% 1194
2018
Q3 		$67K Buy
1,884
+234
+14% +$8.13K ﹤0.01% 1185
2018
Q2 		$55K Hold
1,650
– – ﹤0.01% 1206
2018
Q1 		$51K Hold
1,650
– – ﹤0.01% 1186
2017
Q4 		$49K Sell
1,650
-108
-6% -$3.15K ﹤0.01% 1158
2017
Q3 		$50K Buy
1,758
+108
+7% +$2.93K ﹤0.01% 1120
2017
Q2 		$44K Hold
1,650
– – ﹤0.01% 1131
2017
Q1 		$42K Hold
1,650
– – ﹤0.01% 1075
2016
Q4 		$40K Buy
+1,650
New +$39.2K ﹤0.01% 1103
2015
Q1 		– Sell
-540
Closed -$12K – 1668
2014
Q4 		$12K Buy
+540
New +$11.7K ﹤0.01% 1014

Other funds holding ISCG

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's ISCG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Morningstar Small-Cap Growth ETF (ISCG) stake by 4.2% in Q1 2026, buying an estimated $1.25M and bringing the position to 541,335 shares worth $29.7M. The position accounts for 0.02% of the portfolio, ranked #356.

Northwestern Mutual Wealth Management first reported a position in ISCG in Q4 2014 and has held it in 39 quarters since. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

  • Northwestern Mutual Wealth Management held 541,335 shares of iShares Morningstar Small-Cap Growth ETF worth $29.7M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 21,783 iShares Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $1.25M.
  • iShares Morningstar Small-Cap Growth ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2014 and has held it in 39 quarters since.
  • 160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.