Northwestern Mutual Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466M | Buy |
1,370,878
+86,539
| +7% | +$29.4M | 0.34% | 43 |
|
|
2025
Q1 | $394M | Buy |
1,284,339
+67,721
| +6% | +$20.8M | 0.32% | 43 |
|
|
2024
Q4 | $392M | Sell |
1,216,618
-2,618
| -0.2% | -$843K | 0.33% | 43 |
|
|
2024
Q3 | $383M | Sell |
1,219,236
-2,965
| -0.2% | -$932K | 0.34% | 41 |
|
|
2024
Q2 | $364M | Sell |
1,222,201
-38,842
| -3% | -$11.6M | 0.36% | 38 |
|
|
2024
Q1 | $363M | Sell |
1,261,043
-36,007
| -3% | -$10.4M | 0.37% | 37 |
|
|
2023
Q4 | $340M | Buy |
1,297,050
+12,363
| +1% | +$3.24M | 0.38% | 34 |
|
|
2023
Q3 | $302M | Sell |
1,284,687
-27,926
| -2% | -$6.56M | 0.39% | 35 |
|
|
2023
Q2 | $320M | Sell |
1,312,613
-62,684
| -5% | -$15.3M | 0.41% | 35 |
|
|
2023
Q1 | $310M | Sell |
1,375,297
-487,886
| -26% | -$110M | 0.43% | 33 |
|
|
2022
Q4 | $392M | Buy |
1,863,183
+215,573
| +13% | +$45.4M | 0.59% | 27 |
|
|
2022
Q3 | $325M | Buy |
1,647,610
+98,437
| +6% | +$19.4M | 0.57% | 29 |
|
|
2022
Q2 | $322M | Buy |
1,549,173
+666,578
| +76% | +$138M | 0.55% | 28 |
|
|
2022
Q1 | $221M | Buy |
882,595
+66,751
| +8% | +$16.7M | 0.35% | 38 |
|
|
2021
Q4 | $216M | Buy |
815,844
+589
| +0.1% | +$156K | 0.35% | 39 |
|
|
2021
Q3 | $197M | Sell |
815,255
-11,975
| -1% | -$2.89M | 0.36% | 38 |
|
|
2021
Q2 | $200M | Sell |
827,230
-28,818
| -3% | -$6.98M | 0.38% | 36 |
|
|
2021
Q1 | $192M | Sell |
856,048
-7,434
| -0.9% | -$1.66M | 0.41% | 34 |
|
|
2020
Q4 | $183M | Sell |
863,482
-10,732
| -1% | -$2.27M | 0.42% | 33 |
|
|
2020
Q3 | $164M | Sell |
874,214
-21,470
| -2% | -$4.02M | 0.44% | 32 |
|
|
2020
Q2 | $154M | Sell |
895,684
-362,404
| -29% | -$62.2M | 0.47% | 30 |
|
|
2020
Q1 | $178M | Buy |
1,258,088
+505,701
| +67% | +$71.6M | 0.69% | 23 |
|
|
2019
Q4 | $134M | Sell |
752,387
-12,978
| -2% | -$2.32M | 0.46% | 26 |
|
|
2019
Q3 | $126M | Buy |
765,365
+21,793
| +3% | +$3.59M | 0.48% | 26 |
|
|
2019
Q2 | $121M | Buy |
743,572
+4,750
| +0.6% | +$773K | 0.49% | 28 |
|
|
2019
Q1 | $116M | Sell |
738,822
-110,658
| -13% | -$17.4M | 0.51% | 25 |
|
|
2018
Q4 | $118M | Buy |
849,480
+231,107
| +37% | +$32.1M | 0.59% | 23 |
|
|
2018
Q3 | $100M | Sell |
618,373
-2,568
| -0.4% | -$415K | 0.5% | 27 |
|
|
2018
Q2 | $94.4M | Sell |
620,941
-2,114
| -0.3% | -$321K | 0.53% | 26 |
|
|
2018
Q1 | $91.5M | Sell |
623,055
-13,287
| -2% | -$1.95M | 0.56% | 25 |
|
|
2017
Q4 | $94.6M | Sell |
636,342
-6,629
| -1% | -$985K | 0.6% | 23 |
|
|
2017
Q3 | $89.9M | Sell |
642,971
-8,594
| -1% | -$1.2M | 0.64% | 23 |
|
|
2017
Q2 | $88.1M | Buy |
651,565
+2,813
| +0.4% | +$381K | 0.71% | 19 |
|
|
2017
Q1 | $85.1M | Sell |
648,752
-1,357
| -0.2% | -$178K | 0.77% | 18 |
|
|
2016
Q4 | $80.9M | Buy |
650,109
+644,022
| +10,580% | +$80.2M | 0.88% | 17 |
|
|
2016
Q3 | $733K | Sell |
6,087
-642,719
| -99% | -$77.4M | 0.05% | 118 |
|
|
2016
Q2 | $75.8M | Buy |
648,806
+17,401
| +3% | +$2.03M | 1.09% | 16 |
|
|
2016
Q1 | $72M | Buy |
631,405
+28,807
| +5% | +$3.29M | 1.17% | 15 |
|
|
2015
Q4 | $68.3M | Buy |
602,598
+12,184
| +2% | +$1.38M | 1.36% | 16 |
|
|
2015
Q3 | $63.2M | Buy |
590,414
+49,211
| +9% | +$5.27M | 1.51% | 16 |
|
|
2015
Q2 | $62.8M | Buy |
541,203
+30,203
| +6% | +$3.5M | 1.63% | 16 |
|
|
2015
Q1 | $59.2M | Buy |
511,000
+15,210
| +3% | +$1.76M | 1.66% | 16 |
|
|
2014
Q4 | $56.8M | Buy |
495,790
+10,750
| +2% | +$1.23M | 1.75% | 13 |
|
|
2014
Q3 | $53.3M | Buy |
485,040
+64,040
| +15% | +$7.04M | 1.86% | 12 |
|
|
2014
Q2 | $46.4M | Sell |
421,000
-34,782
| -8% | -$3.83M | 1.81% | 11 |
|
|
2014
Q1 | $47.8M | Buy |
455,782
+10,842
| +2% | +$1.14M | 2% | 11 |
|
|
2013
Q4 | $45.9M | Buy |
444,940
+24,673
| +6% | +$2.55M | 2.09% | 10 |
|
|
2013
Q3 | $39.6M | Buy |
420,267
+21,887
| +5% | +$2.06M | 2.08% | 10 |
|
|
2013
Q2 | $35.8M | Buy |
+398,380
| New | +$35.8M | 2.14% | 9 |
|