Northwestern Mutual Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $187M | Sell |
1,653,492
-43,521
| -3% | -$5.23M | 0.12% | 92 |
|
|
2025
Q4 | $209M | Buy |
1,697,013
+19,074
| +1% | +$2.33M | 0.13% | 82 |
|
|
2025
Q3 | $203M | Buy |
1,677,939
+21,613
| +1% | +$2.49M | 0.14% | 80 |
|
|
2025
Q2 | $182M | Sell |
1,656,326
-3,554
| -0.2% | -$352K | 0.13% | 81 |
|
|
2025
Q1 | $154M | Buy |
1,659,880
+5,600
| +0.3% | +$565K | 0.13% | 81 |
|
|
2024
Q4 | $168M | Buy |
1,654,280
+8,893
| +0.5% | +$887K | 0.14% | 70 |
|
|
2024
Q3 | $158M | Sell |
1,645,387
-19,353
| -1% | -$1.79M | 0.14% | 71 |
|
|
2024
Q2 | $154M | Buy |
1,664,740
+24,001
| +1% | +$2.07M | 0.15% | 66 |
|
|
2024
Q1 | $139M | Sell |
1,640,739
-46,064
| -3% | -$3.7M | 0.14% | 72 |
|
|
2023
Q4 | $127M | Sell |
1,686,803
-22,344
| -1% | -$1.59M | 0.14% | 70 |
|
|
2023
Q3 | $117M | Buy |
1,709,147
+93,431
| +6% | +$6.61M | 0.15% | 67 |
|
|
2023
Q2 | $114M | Sell |
1,615,716
-63,738
| -4% | -$4.21M | 0.15% | 64 |
|
|
2023
Q1 | $107M | Sell |
1,679,454
-67,378
| -4% | -$4.12M | 0.15% | 62 |
|
|
2022
Q4 | $102M | Sell |
1,746,832
-18,216
| -1% | -$1.09M | 0.15% | 68 |
|
|
2022
Q3 | $102M | Sell |
1,765,048
-26,614
| -1% | -$1.73M | 0.18% | 56 |
|
|
2022
Q2 | $108M | Sell |
1,791,662
-5,228
| -0.3% | -$346K | 0.19% | 54 |
|
|
2022
Q1 | $137M | Sell |
1,796,890
-158,760
| -8% | -$11.9M | 0.22% | 55 |
|
|
2021
Q4 | $164M | Buy |
1,955,650
+13,293
| +0.7% | +$1.07M | 0.27% | 46 |
|
|
2021
Q3 | $144M | Sell |
1,942,357
-9,355
| -0.5% | -$713K | 0.26% | 49 |
|
|
2021
Q2 | $142M | Sell |
1,951,712
-46,968
| -2% | -$3.25M | 0.27% | 49 |
|
|
2021
Q1 | $130M | Sell |
1,998,680
-53,101
| -3% | -$3.43M | 0.28% | 45 |
|
|
2020
Q4 | $131M | Sell |
2,051,781
-54,551
| -3% | -$3.31M | 0.3% | 41 |
|
|
2020
Q3 | $122M | Sell |
2,106,332
-32,052
| -1% | -$1.81M | 0.33% | 39 |
|
|
2020
Q2 | $111M | Sell |
2,138,384
-223,332
| -9% | -$10.7M | 0.34% | 37 |
|
|
2020
Q1 | $97.5M | Sell |
2,361,716
-251,436
| -10% | -$11.9M | 0.38% | 36 |
|
|
2019
Q4 | $127M | Sell |
2,613,152
-27,140
| -1% | -$1.26M | 0.43% | 28 |
|
|
2019
Q3 | $119M | Sell |
2,640,292
-255,288
| -9% | -$11.5M | 0.45% | 27 |
|
|
2019
Q2 | $130M | Buy |
2,895,580
+188,480
| +7% | +$8.29M | 0.52% | 24 |
|
|
2019
Q1 | $117M | Buy |
2,707,100
+125,384
| +5% | +$5.14M | 0.51% | 24 |
|
|
2018
Q4 | $97.2M | Sell |
2,581,716
-16,724
| -0.6% | -$677K | 0.49% | 27 |
|
|
2018
Q3 | $115M | Buy |
2,598,440
+73,508
| +3% | +$3.16M | 0.58% | 20 |
|
|
2018
Q2 | $103M | Buy |
2,524,932
+50,276
| +2% | +$2.02M | 0.58% | 21 |
|
|
2018
Q1 | $95.9M | Buy |
2,474,656
+167,620
| +7% | +$6.69M | 0.58% | 23 |
|
|
2017
Q4 | $88.1M | Buy |
2,307,036
+81,532
| +4% | +$3.05M | 0.56% | 26 |
|
|
2017
Q3 | $79.8M | Buy |
2,225,504
+106,504
| +5% | +$3.75M | 0.57% | 28 |
|
|
2017
Q2 | $72.5M | Buy |
2,119,000
+150,748
| +8% | +$5.11M | 0.58% | 29 |
|
|
2017
Q1 | $64.7M | Buy |
1,968,252
+149,408
| +8% | +$4.79M | 0.59% | 29 |
|
|
2016
Q4 | $55.4M | Buy |
1,818,844
+1,794,284
| +7,306% | +$54.2M | 0.6% | 29 |
|
|
2016
Q3 | $747K | Sell |
24,560
-904,100
| -97% | -$27.4M | 0.05% | 117 |
|
|
2016
Q2 | $27.1M | Buy |
928,660
+104,828
| +13% | +$3.04M | 0.39% | 46 |
|
|
2016
Q1 | $23.9M | Buy |
823,832
+38,404
| +5% | +$1.06M | 0.39% | 48 |
|
|
2015
Q4 | $22.7M | Buy |
785,428
+144,900
| +23% | +$4.21M | 0.45% | 48 |
|
|
2015
Q3 | $17.3M | Buy |
640,528
+102,044
| +19% | +$2.9M | 0.41% | 49 |
|
|
2015
Q2 | $15.3M | Buy |
538,484
+53,300
| +11% | +$1.54M | 0.4% | 49 |
|
|
2015
Q1 | $13.8M | Buy |
485,184
+58,744
| +14% | +$1.67M | 0.39% | 51 |
|
|
2014
Q4 | $11.9M | Buy |
426,440
+25,180
| +6% | +$688K | 0.37% | 57 |
|
|
2014
Q3 | $10.7M | Buy |
401,260
+65,904
| +20% | +$1.76M | 0.37% | 55 |
|
|
2014
Q2 | $8.82M | Buy |
335,356
+7,060
| +2% | +$179K | 0.34% | 61 |
|
|
2014
Q1 | $8.19M | Buy |
328,296
+11,520
| +4% | +$285K | 0.34% | 67 |
|
|
2013
Q4 | $7.82M | Buy |
316,776
+31,300
| +11% | +$738K | 0.36% | 64 |
|
|
2013
Q3 | $6.38M | Buy |
285,476
+36,740
| +15% | +$811K | 0.34% | 68 |
|
|
2013
Q2 | $5.22M | Buy |
+248,736
| New | +$5.27M | 0.31% | 71 |
|
Other funds holding IVW
