Northwestern Mutual Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.3M | Buy |
65,114
+957
| +1% | +$185K | 0.01% | 546 |
|
|
2025
Q4 | $11.6M | Buy |
64,157
+828
| +1% | +$149K | 0.01% | 531 |
|
|
2025
Q3 | $11.2M | Sell |
63,329
-716
| -1% | -$121K | 0.01% | 516 |
|
|
2025
Q2 | $10.1M | Sell |
64,045
-2,826
| -4% | -$421K | 0.01% | 504 |
|
|
2025
Q1 | $10.1M | Sell |
66,871
-808
| -1% | -$131K | 0.01% | 480 |
|
|
2024
Q4 | $11.1M | Sell |
67,679
-1,982
| -3% | -$338K | 0.01% | 451 |
|
|
2024
Q3 | $11.6M | Sell |
69,661
-842
| -1% | -$137K | 0.01% | 414 |
|
|
2024
Q2 | $10.7M | Sell |
70,503
-776
| -1% | -$119K | 0.01% | 404 |
|
|
2024
Q1 | $11.3M | Sell |
71,279
-6,197
| -8% | -$939K | 0.01% | 398 |
|
|
2023
Q4 | $12M | Buy |
77,476
+6,397
| +9% | +$886K | 0.01% | 361 |
|
|
2023
Q3 | $9.64M | Buy |
71,079
+211
| +0.3% | +$30.3K | 0.01% | 373 |
|
|
2023
Q2 | $9.98M | Sell |
70,868
-3,796
| -5% | -$513K | 0.01% | 365 |
|
|
2023
Q1 | $10.2M | Sell |
74,664
-22,645
| -23% | -$3.28M | 0.01% | 346 |
|
|
2022
Q4 | $13.5M | Buy |
97,309
+19,188
| +25% | +$2.71M | 0.02% | 286 |
|
|
2022
Q3 | $10.1M | Buy |
78,121
+12,850
| +20% | +$1.86M | 0.02% | 299 |
|
|
2022
Q2 | $8.88M | Sell |
65,271
-457
| -0.7% | -$68K | 0.02% | 310 |
|
|
2022
Q1 | $10.6M | Buy |
65,728
+13,051
| +25% | +$2.08M | 0.02% | 293 |
|
|
2021
Q4 | $8.75M | Buy |
52,677
+4,815
| +10% | +$802K | 0.01% | 314 |
|
|
2021
Q3 | $7.67M | Buy |
47,862
+4,370
| +10% | +$702K | 0.01% | 311 |
|
|
2021
Q2 | $7.21M | Buy |
43,492
+3,724
| +9% | +$614K | 0.01% | 298 |
|
|
2021
Q1 | $6.34M | Buy |
39,768
+3,225
| +9% | +$487K | 0.01% | 302 |
|
|
2020
Q4 | $4.81M | Buy |
36,543
+591
| +2% | +$69.8K | 0.01% | 327 |
|
|
2020
Q3 | $3.57M | Sell |
35,952
-6,287
| -15% | -$639K | 0.01% | 341 |
|
|
2020
Q2 | $4.12M | Sell |
42,239
-39,577
| -48% | -$3.6M | 0.01% | 312 |
|
|
2020
Q1 | $6.71M | Buy |
81,816
+39,182
| +92% | +$4.4M | 0.03% | 221 |
|
|
2019
Q4 | $5.48M | Buy |
42,634
+4,061
| +11% | +$502K | 0.02% | 257 |
|
|
2019
Q3 | $4.61M | Sell |
38,573
-1,046
| -3% | -$124K | 0.02% | 263 |
|
|
2019
Q2 | $4.77M | Sell |
39,619
-4,769
| -11% | -$576K | 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% | +$2.61M | 0.03% | 218 |
|
|
2018
Q3 | $4.34M | Sell |
32,631
-2,636
| -7% | -$355K | 0.02% | 236 |
|
|
2018
Q2 | $4.65M | Buy |
35,267
+86
| +0.2% | +$11.1K | 0.03% | 219 |
|
|
2018
Q1 | $4.29M | Sell |
35,181
-300
| -0.8% | -$37.6K | 0.03% | 217 |
|
|
2017
Q4 | $4.46M | Buy |
35,481
+517
| +1% | +$64.6K | 0.03% | 207 |
|
|
2017
Q3 | $4.34M | Buy |
34,964
+454
| +1% | +$53.5K | 0.03% | 206 |
|
|
2017
Q2 | $4.1M | Buy |
34,510
+2,203
| +7% | +$259K | 0.03% | 203 |
|
|
2017
Q1 | $3.82M | Buy |
32,307
+2,880
| +10% | +$342K | 0.03% | 201 |
|
|
2016
Q4 | $3.5M | Buy |
+29,427
| New | +$3.25M | 0.04% | 205 |
|
|
2016
Q3 | – | Sell |
-28,521
| Closed | -$2.77M | – | 858 |
|
|
2016
Q2 | $2.77M | Sell |
28,521
-100
| -0.3% | -$9.52K | 0.04% | 209 |
|
|
2016
Q1 | $2.67M | Buy |
28,621
+2,149
| +8% | +$186K | 0.04% | 195 |
|
|
2015
Q4 | $2.43M | Buy |
26,472
+1,690
| +7% | +$160K | 0.05% | 193 |
|
|
2015
Q3 | $2.23M | Buy |
24,782
+3,395
| +16% | +$326K | 0.05% | 198 |
|
|
2015
Q2 | $2.18M | Buy |
21,387
+3,442
| +19% | +$354K | 0.06% | 192 |
|
|
2015
Q1 | $1.85M | Buy |
17,945
+407
| +2% | +$41.1K | 0.05% | 200 |
|
|
2014
Q4 | $1.78M | Buy |
17,538
+272
| +2% | +$26.7K | 0.06% | 193 |
|
|
2014
Q3 | $1.61M | Buy |
17,266
+2,336
| +16% | +$231K | 0.06% | 191 |
|
|
2014
Q2 | $1.54M | Sell |
14,930
-1,750
| -10% | -$174K | 0.06% | 183 |
|
|
2014
Q1 | $1.68M | Buy |
16,680
+3,120
| +23% | +$307K | 0.07% | 174 |
|
|
2013
Q4 | $1.35M | Buy |
13,560
+57
| +0.4% | +$5.44K | 0.06% | 183 |
|
|
2013
Q3 | $1.24M | Sell |
13,503
-116
| -0.9% | -$10.5K | 0.07% | 181 |
|
|
2013
Q2 | $1.17M | Buy |
+13,619
| New | +$1.15M | 0.07% | 169 |
|
Other funds holding IWN
TWIM
DADC
TCIIS
VNIM
Northwestern Mutual Wealth Management's IWN Position: Q1 2026 in Review
Northwestern Mutual Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 1.5% in Q1 2026, buying an estimated $185K and bringing the position to 65,114 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #546.
Northwestern Mutual Wealth Management first reported a position in IWN in Q2 2013 and has held it in 51 quarters since. The position peaked at $13.5M in Q4 2022. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.
- Northwestern Mutual Wealth Management held 65,114 shares of iShares Russell 2000 Value ETF worth $12.3M as of Q1 2026.
- Northwestern Mutual Wealth Management bought 957 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $185K.
- iShares Russell 2000 Value ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #546 holding.
- Northwestern Mutual Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 51 quarters since.
- Northwestern Mutual Wealth Management's iShares Russell 2000 Value ETF position peaked at $13.5M in Q4 2022.
- 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.