Northwestern Mutual Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127M | Buy |
589,534
+82,488
| +16% | +$17.8M | 0.09% | 107 |
|
|
2025
Q1 | $101M | Buy |
507,046
+63,224
| +14% | +$12.6M | 0.08% | 112 |
|
|
2024
Q4 | $98.1M | Buy |
443,822
+3,403
| +0.8% | +$752K | 0.08% | 113 |
|
|
2024
Q3 | $97.3M | Buy |
440,419
+3,099
| +0.7% | +$685K | 0.09% | 109 |
|
|
2024
Q2 | $88.7M | Sell |
437,320
-67,500
| -13% | -$13.7M | 0.09% | 107 |
|
|
2024
Q1 | $106M | Buy |
504,820
+62,759
| +14% | +$13.2M | 0.11% | 93 |
|
|
2023
Q4 | $88.7M | Buy |
442,061
+69,839
| +19% | +$14M | 0.1% | 95 |
|
|
2023
Q3 | $65.8M | Sell |
372,222
-6,065
| -2% | -$1.07M | 0.09% | 107 |
|
|
2023
Q2 | $70.8M | Sell |
378,287
-8,873
| -2% | -$1.66M | 0.09% | 110 |
|
|
2023
Q1 | $69.1M | Sell |
387,160
-100,886
| -21% | -$18M | 0.1% | 104 |
|
|
2022
Q4 | $85.1M | Buy |
488,046
+126,488
| +35% | +$22.1M | 0.13% | 83 |
|
|
2022
Q3 | $59.6M | Buy |
361,558
+20,381
| +6% | +$3.36M | 0.1% | 98 |
|
|
2022
Q2 | $57.8M | Buy |
341,177
+70,928
| +26% | +$12M | 0.1% | 99 |
|
|
2022
Q1 | $55.5M | Sell |
270,249
-3,825
| -1% | -$785K | 0.09% | 109 |
|
|
2021
Q4 | $61M | Buy |
274,074
+10,689
| +4% | +$2.38M | 0.1% | 102 |
|
|
2021
Q3 | $57.6M | Buy |
263,385
+4,630
| +2% | +$1.01M | 0.11% | 99 |
|
|
2021
Q2 | $59.4M | Buy |
258,755
+15,851
| +7% | +$3.64M | 0.11% | 89 |
|
|
2021
Q1 | $53.7M | Buy |
242,904
+27,298
| +13% | +$6.03M | 0.11% | 90 |
|
|
2020
Q4 | $42.3M | Sell |
215,606
-6,181
| -3% | -$1.21M | 0.1% | 98 |
|
|
2020
Q3 | $33.2M | Buy |
221,787
+883
| +0.4% | +$132K | 0.09% | 104 |
|
|
2020
Q2 | $31.6M | Sell |
220,904
-77,859
| -26% | -$11.1M | 0.1% | 100 |
|
|
2020
Q1 | $34.2M | Buy |
298,763
+113,698
| +61% | +$13M | 0.13% | 80 |
|
|
2019
Q4 | $30.7M | Buy |
185,065
+118
| +0.1% | +$19.5K | 0.1% | 88 |
|
|
2019
Q3 | $28M | Buy |
184,947
+7,426
| +4% | +$1.12M | 0.11% | 90 |
|
|
2019
Q2 | $27.6M | Buy |
177,521
+5,646
| +3% | +$878K | 0.11% | 89 |
|
|
2019
Q1 | $26.3M | Sell |
171,875
-6,921
| -4% | -$1.06M | 0.12% | 87 |
|
|
2018
Q4 | $23.9M | Buy |
178,796
+45,480
| +34% | +$6.09M | 0.12% | 85 |
|
|
2018
Q3 | $22.5M | Buy |
133,316
+11,479
| +9% | +$1.93M | 0.11% | 87 |
|
|
2018
Q2 | $20M | Sell |
121,837
-1,912
| -2% | -$313K | 0.11% | 88 |
|
|
2018
Q1 | $18.8M | Buy |
123,749
+744
| +0.6% | +$113K | 0.11% | 90 |
|
|
2017
Q4 | $18.8M | Buy |
123,005
+3,234
| +3% | +$493K | 0.12% | 91 |
|
|
2017
Q3 | $17.7M | Buy |
119,771
+113
| +0.1% | +$16.7K | 0.13% | 91 |
|
|
2017
Q2 | $16.9M | Buy |
119,658
+3,659
| +3% | +$516K | 0.14% | 92 |
|
|
2017
Q1 | $15.9M | Sell |
115,999
-1,681
| -1% | -$231K | 0.15% | 89 |
|
|
2016
Q4 | $15.9M | Buy |
117,680
+111,197
| +1,715% | +$15M | 0.17% | 87 |
|
|
2016
Q3 | $805K | Sell |
6,483
-110,403
| -94% | -$13.7M | 0.05% | 114 |
|
|
2016
Q2 | $13.4M | Buy |
116,886
+2,917
| +3% | +$335K | 0.19% | 84 |
|
|
2016
Q1 | $12.6M | Sell |
113,969
-164,250
| -59% | -$18.2M | 0.2% | 84 |
|
|
2015
Q4 | $31.3M | Buy |
278,219
+25,535
| +10% | +$2.88M | 0.63% | 36 |
|
|
2015
Q3 | $27.6M | Buy |
252,684
+39,121
| +18% | +$4.27M | 0.66% | 31 |
|
|
2015
Q2 | $26.7M | Buy |
213,563
+7,923
| +4% | +$989K | 0.69% | 31 |
|
|
2015
Q1 | $25.6M | Buy |
205,640
+11,285
| +6% | +$1.4M | 0.72% | 32 |
|
|
2014
Q4 | $23.3M | Buy |
194,355
+119,437
| +159% | +$14.3M | 0.72% | 31 |
|
|
2014
Q3 | $8.19M | Buy |
74,918
+10,751
| +17% | +$1.18M | 0.29% | 74 |
|
|
2014
Q2 | $7.62M | Sell |
64,167
-7,279
| -10% | -$865K | 0.3% | 73 |
|
|
2014
Q1 | $8.31M | Buy |
71,446
+458
| +0.6% | +$53.3K | 0.35% | 66 |
|
|
2013
Q4 | $8.19M | Sell |
70,988
-1,903
| -3% | -$220K | 0.37% | 60 |
|
|
2013
Q3 | $7.77M | Buy |
72,891
+5,466
| +8% | +$583K | 0.41% | 55 |
|
|
2013
Q2 | $6.54M | Buy |
+67,425
| New | +$6.54M | 0.39% | 62 |
|