Northwestern Mutual Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6M | Sell |
128,158
-2,565
| -2% | -$733K | 0.03% | 290 |
|
|
2025
Q1 | $33.4M | Sell |
130,723
-3,505
| -3% | -$896K | 0.03% | 288 |
|
|
2024
Q4 | $38.6M | Buy |
134,228
+2,403
| +2% | +$692K | 0.03% | 247 |
|
|
2024
Q3 | $37.4M | Sell |
131,825
-27,690
| -17% | -$7.86M | 0.03% | 246 |
|
|
2024
Q2 | $41.9M | Buy |
159,515
+2,625
| +2% | +$689K | 0.04% | 221 |
|
|
2024
Q1 | $42.5M | Sell |
156,890
-13,166
| -8% | -$3.57M | 0.04% | 215 |
|
|
2023
Q4 | $42.9M | Buy |
170,056
+43,530
| +34% | +$11M | 0.05% | 203 |
|
|
2023
Q3 | $28.4M | Buy |
126,526
+8,031
| +7% | +$1.8M | 0.04% | 234 |
|
|
2023
Q2 | $28.8M | Sell |
118,495
-389
| -0.3% | -$94.4K | 0.04% | 229 |
|
|
2023
Q1 | $27M | Sell |
118,884
-47,169
| -28% | -$10.7M | 0.04% | 225 |
|
|
2022
Q4 | $35.6M | Buy |
166,053
+40,563
| +32% | +$8.7M | 0.05% | 182 |
|
|
2022
Q3 | $25.9M | Sell |
125,490
-6,322
| -5% | -$1.31M | 0.05% | 193 |
|
|
2022
Q2 | $27.2M | Buy |
131,812
+59,962
| +83% | +$12.4M | 0.05% | 188 |
|
|
2022
Q1 | $18.4M | Buy |
71,850
+5,992
| +9% | +$1.53M | 0.03% | 231 |
|
|
2021
Q4 | $19.3M | Buy |
65,858
+10,265
| +18% | +$3.01M | 0.03% | 211 |
|
|
2021
Q3 | $16.3M | Sell |
55,593
-1,645
| -3% | -$483K | 0.03% | 213 |
|
|
2021
Q2 | $17.8M | Sell |
57,238
-6,292
| -10% | -$1.96M | 0.03% | 199 |
|
|
2021
Q1 | $19.1M | Sell |
63,530
-8,859
| -12% | -$2.66M | 0.04% | 176 |
|
|
2020
Q4 | $20.8M | Buy |
72,389
+2,280
| +3% | +$654K | 0.05% | 155 |
|
|
2020
Q3 | $15.5M | Sell |
70,109
-791
| -1% | -$175K | 0.04% | 165 |
|
|
2020
Q2 | $14.7M | Buy |
70,900
+12,182
| +21% | +$2.52M | 0.05% | 164 |
|
|
2020
Q1 | $9.29M | Buy |
58,718
+14,676
| +33% | +$2.32M | 0.04% | 184 |
|
|
2019
Q4 | $9.43M | Buy |
44,042
+1,568
| +4% | +$336K | 0.03% | 194 |
|
|
2019
Q3 | $8.19M | Buy |
42,474
+3,780
| +10% | +$729K | 0.03% | 208 |
|
|
2019
Q2 | $7.77M | Sell |
38,694
-719
| -2% | -$144K | 0.03% | 209 |
|
|
2019
Q1 | $7.75M | Sell |
39,413
-6,036
| -13% | -$1.19M | 0.03% | 202 |
|
|
2018
Q4 | $7.64M | Buy |
45,449
+1,942
| +4% | +$326K | 0.04% | 191 |
|
|
2018
Q3 | $9.36M | Sell |
43,507
-752
| -2% | -$162K | 0.05% | 179 |
|
|
2018
Q2 | $9.05M | Buy |
44,259
+1,987
| +5% | +$406K | 0.05% | 172 |
|
|
2018
Q1 | $8.06M | Buy |
42,272
+2,408
| +6% | +$459K | 0.05% | 174 |
|
|
2017
Q4 | $7.44M | Sell |
39,864
-970
| -2% | -$181K | 0.05% | 175 |
|
|
2017
Q3 | $7.31M | Buy |
40,834
+244
| +0.6% | +$43.7K | 0.05% | 168 |
|
|
2017
Q2 | $6.85M | Buy |
40,590
+2,706
| +7% | +$457K | 0.06% | 164 |
|
|
2017
Q1 | $6.13M | Buy |
37,884
+2,574
| +7% | +$416K | 0.06% | 163 |
|
|
2016
Q4 | $5.44M | Buy |
35,310
+33,760
| +2,178% | +$5.2M | 0.06% | 168 |
|
|
2016
Q3 | $231K | Sell |
1,550
-33,268
| -96% | -$4.96M | 0.02% | 170 |
|
|
2016
Q2 | $4.78M | Buy |
34,818
+2,752
| +9% | +$377K | 0.07% | 172 |
|
|
2016
Q1 | $4.25M | Buy |
32,066
+2,972
| +10% | +$394K | 0.07% | 163 |
|
|
2015
Q4 | $4.05M | Buy |
29,094
+5,043
| +21% | +$702K | 0.08% | 168 |
|
|
2015
Q3 | $3.22M | Buy |
24,051
+8,029
| +50% | +$1.08M | 0.08% | 170 |
|
|
2015
Q2 | $2.48M | Buy |
16,022
+3,898
| +32% | +$603K | 0.06% | 179 |
|
|
2015
Q1 | $1.84M | Buy |
12,124
+1,216
| +11% | +$184K | 0.05% | 201 |
|
|
2014
Q4 | $1.55M | Buy |
10,908
+24
| +0.2% | +$3.42K | 0.05% | 207 |
|
|
2014
Q3 | $1.41M | Buy |
10,884
+4,607
| +73% | +$597K | 0.05% | 203 |
|
|
2014
Q2 | $869K | Sell |
6,277
-4,235
| -40% | -$586K | 0.03% | 225 |
|
|
2014
Q1 | $1.43M | Buy |
10,512
+110
| +1% | +$15K | 0.06% | 184 |
|
|
2013
Q4 | $1.41M | Buy |
10,402
+1,358
| +15% | +$184K | 0.06% | 179 |
|
|
2013
Q3 | $1.14M | Buy |
9,044
+564
| +7% | +$71K | 0.06% | 189 |
|
|
2013
Q2 | $946K | Buy |
+8,480
| New | +$946K | 0.06% | 194 |
|