Northwestern Mutual Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
64,045
-2,826
| -4% | -$446K | 0.01% | 504 |
|
|
2025
Q1 | $10.1M | Sell |
66,871
-808
| -1% | -$122K | 0.01% | 480 |
|
|
2024
Q4 | $11.1M | Sell |
67,679
-1,982
| -3% | -$325K | 0.01% | 451 |
|
|
2024
Q3 | $11.6M | Sell |
69,661
-842
| -1% | -$140K | 0.01% | 414 |
|
|
2024
Q2 | $10.7M | Sell |
70,503
-776
| -1% | -$118K | 0.01% | 404 |
|
|
2024
Q1 | $11.3M | Sell |
71,279
-6,197
| -8% | -$984K | 0.01% | 398 |
|
|
2023
Q4 | $12M | Buy |
77,476
+6,397
| +9% | +$994K | 0.01% | 361 |
|
|
2023
Q3 | $9.64M | Buy |
71,079
+211
| +0.3% | +$28.6K | 0.01% | 373 |
|
|
2023
Q2 | $9.98M | Sell |
70,868
-3,796
| -5% | -$534K | 0.01% | 365 |
|
|
2023
Q1 | $10.2M | Sell |
74,664
-22,645
| -23% | -$3.1M | 0.01% | 346 |
|
|
2022
Q4 | $13.5M | Buy |
97,309
+19,188
| +25% | +$2.66M | 0.02% | 286 |
|
|
2022
Q3 | $10.1M | Buy |
78,121
+12,850
| +20% | +$1.66M | 0.02% | 299 |
|
|
2022
Q2 | $8.89M | Sell |
65,271
-457
| -0.7% | -$62.2K | 0.02% | 310 |
|
|
2022
Q1 | $10.6M | Buy |
65,728
+13,051
| +25% | +$2.11M | 0.02% | 293 |
|
|
2021
Q4 | $8.75M | Buy |
52,677
+4,815
| +10% | +$799K | 0.01% | 314 |
|
|
2021
Q3 | $7.67M | Buy |
47,862
+4,370
| +10% | +$700K | 0.01% | 311 |
|
|
2021
Q2 | $7.21M | Buy |
43,492
+3,724
| +9% | +$617K | 0.01% | 298 |
|
|
2021
Q1 | $6.34M | Buy |
39,768
+3,225
| +9% | +$514K | 0.01% | 302 |
|
|
2020
Q4 | $4.81M | Buy |
36,543
+591
| +2% | +$77.9K | 0.01% | 327 |
|
|
2020
Q3 | $3.57M | Sell |
35,952
-6,287
| -15% | -$625K | 0.01% | 341 |
|
|
2020
Q2 | $4.12M | Sell |
42,239
-39,577
| -48% | -$3.86M | 0.01% | 312 |
|
|
2020
Q1 | $6.71M | Buy |
81,816
+39,182
| +92% | +$3.21M | 0.03% | 221 |
|
|
2019
Q4 | $5.48M | Buy |
42,634
+4,061
| +11% | +$522K | 0.02% | 257 |
|
|
2019
Q3 | $4.61M | Sell |
38,573
-1,046
| -3% | -$125K | 0.02% | 263 |
|
|
2019
Q2 | $4.77M | Sell |
39,619
-4,769
| -11% | -$575K | 0.02% | 259 |
|
|
2019
Q1 | $5.32M | Sell |
44,388
-9,944
| -18% | -$1.19M | 0.02% | 240 |
|
|
2018
Q4 | $5.84M | Buy |
54,332
+21,701
| +67% | +$2.33M | 0.03% | 218 |
|
|
2018
Q3 | $4.34M | Sell |
32,631
-2,636
| -7% | -$351K | 0.02% | 236 |
|
|
2018
Q2 | $4.65M | Buy |
35,267
+86
| +0.2% | +$11.3K | 0.03% | 219 |
|
|
2018
Q1 | $4.29M | Sell |
35,181
-300
| -0.8% | -$36.6K | 0.03% | 217 |
|
|
2017
Q4 | $4.46M | Buy |
35,481
+517
| +1% | +$65K | 0.03% | 207 |
|
|
2017
Q3 | $4.34M | Buy |
34,964
+454
| +1% | +$56.3K | 0.03% | 206 |
|
|
2017
Q2 | $4.1M | Buy |
34,510
+2,203
| +7% | +$262K | 0.03% | 203 |
|
|
2017
Q1 | $3.82M | Buy |
32,307
+2,880
| +10% | +$340K | 0.03% | 201 |
|
|
2016
Q4 | $3.5M | Buy |
+29,427
| New | +$3.5M | 0.04% | 205 |
|
|
2016
Q3 | – | Sell |
-28,521
| Closed | -$2.78M | – | 858 |
|
|
2016
Q2 | $2.78M | Sell |
28,521
-100
| -0.3% | -$9.73K | 0.04% | 209 |
|
|
2016
Q1 | $2.67M | Buy |
28,621
+2,149
| +8% | +$200K | 0.04% | 195 |
|
|
2015
Q4 | $2.43M | Buy |
26,472
+1,690
| +7% | +$155K | 0.05% | 193 |
|
|
2015
Q3 | $2.23M | Buy |
24,782
+3,395
| +16% | +$306K | 0.05% | 198 |
|
|
2015
Q2 | $2.18M | Buy |
21,387
+3,442
| +19% | +$351K | 0.06% | 192 |
|
|
2015
Q1 | $1.85M | Buy |
17,945
+407
| +2% | +$42K | 0.05% | 200 |
|
|
2014
Q4 | $1.78M | Buy |
17,538
+272
| +2% | +$27.7K | 0.06% | 193 |
|
|
2014
Q3 | $1.62M | Buy |
17,266
+2,336
| +16% | +$219K | 0.06% | 191 |
|
|
2014
Q2 | $1.54M | Sell |
14,930
-1,750
| -10% | -$181K | 0.06% | 183 |
|
|
2014
Q1 | $1.68M | Buy |
16,680
+3,120
| +23% | +$315K | 0.07% | 174 |
|
|
2013
Q4 | $1.35M | Buy |
13,560
+57
| +0.4% | +$5.67K | 0.06% | 183 |
|
|
2013
Q3 | $1.24M | Sell |
13,503
-116
| -0.9% | -$10.6K | 0.07% | 181 |
|
|
2013
Q2 | $1.17M | Buy |
+13,619
| New | +$1.17M | 0.07% | 169 |
|