Northwestern Mutual Wealth Management
IWO icon

Northwestern Mutual Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.5M Buy
151,451
+24,268
+19% +$8.07M 0.03% 282
2025
Q4 		$41.1M Buy
127,183
+978
+0.8% +$318K 0.03% 306
2025
Q3 		$40.4M Sell
126,205
-1,953
-2% -$589K 0.03% 291
2025
Q2 		$36.6M Sell
128,158
-2,565
-2% -$675K 0.03% 290
2025
Q1 		$33.4M Sell
130,723
-3,505
-3% -$989K 0.03% 288
2024
Q4 		$38.6M Buy
134,228
+2,403
+2% +$711K 0.03% 247
2024
Q3 		$37.4M Sell
131,825
-27,690
-17% -$7.58M 0.03% 246
2024
Q2 		$41.9M Buy
159,515
+2,625
+2% +$681K 0.04% 221
2024
Q1 		$42.5M Sell
156,890
-13,166
-8% -$3.36M 0.04% 215
2023
Q4 		$42.9M Buy
170,056
+43,530
+34% +$9.81M 0.05% 203
2023
Q3 		$28.4M Buy
126,526
+8,031
+7% +$1.92M 0.04% 234
2023
Q2 		$28.8M Sell
118,495
-389
-0.3% -$89.2K 0.04% 229
2023
Q1 		$27M Sell
118,884
-47,169
-28% -$10.8M 0.04% 225
2022
Q4 		$35.6M Buy
166,053
+40,563
+32% +$8.89M 0.05% 182
2022
Q3 		$25.9M Sell
125,490
-6,322
-5% -$1.42M 0.05% 193
2022
Q2 		$27.2M Buy
131,812
+59,962
+83% +$13.4M 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% +$3.09M 0.03% 211
2021
Q3 		$16.3M Sell
55,593
-1,645
-3% -$494K 0.03% 213
2021
Q2 		$17.8M Sell
57,238
-6,292
-10% -$1.89M 0.03% 199
2021
Q1 		$19.1M Sell
63,530
-8,859
-12% -$2.75M 0.04% 176
2020
Q4 		$20.8M Buy
72,389
+2,280
+3% +$581K 0.05% 155
2020
Q3 		$15.5M Sell
70,109
-791
-1% -$173K 0.04% 165
2020
Q2 		$14.7M Buy
70,900
+12,182
+21% +$2.28M 0.05% 164
2020
Q1 		$9.29M Buy
58,718
+14,676
+33% +$2.91M 0.04% 184
2019
Q4 		$9.43M Buy
44,042
+1,568
+4% +$318K 0.03% 194
2019
Q3 		$8.19M Buy
42,474
+3,780
+10% +$749K 0.03% 208
2019
Q2 		$7.77M Sell
38,694
-719
-2% -$142K 0.03% 209
2019
Q1 		$7.75M Sell
39,413
-6,036
-13% -$1.15M 0.03% 202
2018
Q4 		$7.63M Buy
45,449
+1,942
+4% +$362K 0.04% 191
2018
Q3 		$9.36M Sell
43,507
-752
-2% -$160K 0.05% 179
2018
Q2 		$9.04M Buy
44,259
+1,987
+5% +$397K 0.05% 172
2018
Q1 		$8.05M Buy
42,272
+2,408
+6% +$462K 0.05% 174
2017
Q4 		$7.44M Sell
39,864
-970
-2% -$177K 0.05% 175
2017
Q3 		$7.31M Buy
40,834
+244
+0.6% +$41.4K 0.05% 168
2017
Q2 		$6.85M Buy
40,590
+2,706
+7% +$445K 0.06% 164
2017
Q1 		$6.13M Buy
37,884
+2,574
+7% +$409K 0.06% 163
2016
Q4 		$5.44M Buy
35,310
+33,760
+2,178% +$5.04M 0.06% 168
2016
Q3 		$231K Sell
1,550
-33,268
-96% -$4.85M 0.02% 170
2016
Q2 		$4.78M Buy
34,818
+2,752
+9% +$371K 0.07% 172
2016
Q1 		$4.25M Buy
32,066
+2,972
+10% +$371K 0.07% 163
2015
Q4 		$4.05M Buy
29,094
+5,043
+21% +$715K 0.08% 168
2015
Q3 		$3.22M Buy
24,051
+8,029
+50% +$1.19M 0.08% 170
2015
Q2 		$2.48M Buy
16,022
+3,898
+32% +$597K 0.06% 179
2015
Q1 		$1.84M Buy
12,124
+1,216
+11% +$177K 0.05% 201
2014
Q4 		$1.55M Buy
10,908
+24
+0.2% +$3.25K 0.05% 207
2014
Q3 		$1.41M Buy
10,884
+4,607
+73% +$617K 0.05% 203
2014
Q2 		$869K Sell
6,277
-4,235
-40% -$557K 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% +$176K 0.06% 179
2013
Q3 		$1.14M Buy
9,044
+564
+7% +$68K 0.06% 189
2013
Q2 		$946K Buy
+8,480
New +$926K 0.06% 194

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Northwestern Mutual Wealth Management's IWO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 19% in Q1 2026, buying an estimated $8.07M and bringing the position to 151,451 shares worth $47.5M. The position accounts for 0.03% of the portfolio, ranked #282.

Northwestern Mutual Wealth Management first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Northwestern Mutual Wealth Management held 151,451 shares of iShares Russell 2000 Growth ETF worth $47.5M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 24,268 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $8.07M.
  • iShares Russell 2000 Growth ETF made up 0.03% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #282 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.