Northwestern Mutual Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $116M | Buy |
1,197,713
+18,109
| +2% | +$1.81M | 0.07% | 140 |
|
|
2025
Q4 | $114M | Buy |
1,179,604
+109,656
| +10% | +$10.5M | 0.07% | 135 |
|
|
2025
Q3 | $103M | Sell |
1,069,948
-3,733
| -0.3% | -$354K | 0.07% | 143 |
|
|
2025
Q2 | $98.7M | Buy |
1,073,681
+21,194
| +2% | +$1.83M | 0.07% | 130 |
|
|
2025
Q1 | $89.5M | Buy |
1,052,487
+35,235
| +3% | +$3.14M | 0.07% | 128 |
|
|
2024
Q4 | $89.9M | Buy |
1,017,252
+9,471
| +0.9% | +$860K | 0.08% | 121 |
|
|
2024
Q3 | $88.8M | Buy |
1,007,781
+12,401
| +1% | +$1.04M | 0.08% | 116 |
|
|
2024
Q2 | $80.7M | Buy |
995,380
+24,781
| +3% | +$2.02M | 0.08% | 115 |
|
|
2024
Q1 | $81.6M | Sell |
970,599
-28,949
| -3% | -$2.29M | 0.08% | 111 |
|
|
2023
Q4 | $77.7M | Buy |
999,548
+33,628
| +3% | +$2.39M | 0.09% | 107 |
|
|
2023
Q3 | $66.9M | Buy |
965,920
+12,303
| +1% | +$898K | 0.09% | 105 |
|
|
2023
Q2 | $69.6M | Sell |
953,617
-13,341
| -1% | -$928K | 0.09% | 111 |
|
|
2023
Q1 | $67.6M | Sell |
966,958
-48,401
| -5% | -$3.42M | 0.09% | 107 |
|
|
2022
Q4 | $68.5M | Buy |
1,015,359
+25,675
| +3% | +$1.73M | 0.1% | 99 |
|
|
2022
Q3 | $61.5M | Sell |
989,684
-13,420
| -1% | -$923K | 0.11% | 91 |
|
|
2022
Q2 | $64.9M | Buy |
1,003,104
+97,563
| +11% | +$6.95M | 0.11% | 89 |
|
|
2022
Q1 | $70.7M | Buy |
905,541
+15,597
| +2% | +$1.2M | 0.11% | 91 |
|
|
2021
Q4 | $73.9M | Buy |
889,944
+22,025
| +3% | +$1.81M | 0.12% | 84 |
|
|
2021
Q3 | $67.9M | Buy |
867,919
+574
| +0.1% | +$46K | 0.12% | 83 |
|
|
2021
Q2 | $68.7M | Sell |
867,345
-1,746
| -0.2% | -$135K | 0.13% | 79 |
|
|
2021
Q1 | $64.3M | Sell |
869,091
-7,531
| -0.9% | -$544K | 0.14% | 77 |
|
|
2020
Q4 | $60.1M | Sell |
876,622
-4,906
| -0.6% | -$312K | 0.14% | 72 |
|
|
2020
Q3 | $50.6M | Buy |
881,528
+11,139
| +1% | +$634K | 0.14% | 76 |
|
|
2020
Q2 | $46.7M | Buy |
870,389
+30,337
| +4% | +$1.52M | 0.14% | 72 |
|
|
2020
Q1 | $36.3M | Buy |
840,052
+249,051
| +42% | +$13.7M | 0.14% | 76 |
|
|
2019
Q4 | $35.2M | Buy |
591,001
+26,821
| +5% | +$1.54M | 0.12% | 82 |
|
|
2019
Q3 | $31.6M | Buy |
564,180
+36,979
| +7% | +$2.07M | 0.12% | 82 |
|
|
2019
Q2 | $29.5M | Buy |
527,201
+11,369
| +2% | +$624K | 0.12% | 84 |
|
|
2019
Q1 | $27.8M | Sell |
515,832
-24,572
| -5% | -$1.27M | 0.12% | 84 |
|
|
2018
Q4 | $25.1M | Buy |
540,404
+96,476
| +22% | +$4.87M | 0.13% | 83 |
|
|
2018
Q3 | $24.5M | Buy |
443,928
+6,444
| +1% | +$353K | 0.12% | 83 |
|
|
2018
Q2 | $23.2M | Buy |
437,484
+668
| +0.2% | +$35.2K | 0.13% | 79 |
|
|
2018
Q1 | $22.5M | Sell |
436,816
-32,580
| -7% | -$1.72M | 0.14% | 76 |
|
|
2017
Q4 | $24.4M | Sell |
469,396
-11,348
| -2% | -$576K | 0.16% | 71 |
|
|
2017
Q3 | $23.7M | Buy |
480,744
+10,660
| +2% | +$515K | 0.17% | 70 |
|
|
2017
Q2 | $22.6M | Buy |
470,084
+5,572
| +1% | +$264K | 0.18% | 69 |
|
|
2017
Q1 | $21.7M | Buy |
464,512
+4,844
| +1% | +$225K | 0.2% | 67 |
|
|
2016
Q4 | $20.6M | Buy |
459,668
+441,120
| +2,378% | +$19.3M | 0.22% | 68 |
|
|
2016
Q3 | $808K | Sell |
18,548
-455,960
| -96% | -$19.8M | 0.05% | 113 |
|
|
2016
Q2 | $20M | Buy |
474,508
+1,312
| +0.3% | +$54.2K | 0.29% | 61 |
|
|
2016
Q1 | $19.3M | Buy |
473,196
+11,692
| +3% | +$445K | 0.31% | 60 |
|
|
2015
Q4 | $18.5M | Buy |
461,504
+23,384
| +5% | +$953K | 0.37% | 57 |
|
|
2015
Q3 | $17M | Buy |
438,120
+104,580
| +31% | +$4.33M | 0.41% | 52 |
|
|
2015
Q2 | $14.2M | Buy |
333,540
+8,936
| +3% | +$389K | 0.37% | 54 |
|
|
2015
Q1 | $14M | Buy |
324,604
+26,580
| +9% | +$1.13M | 0.39% | 47 |
|
|
2014
Q4 | $12.4M | Buy |
298,024
+20,780
| +7% | +$844K | 0.38% | 51 |
|
|
2014
Q3 | $11M | Buy |
277,244
+28,912
| +12% | +$1.16M | 0.38% | 53 |
|
|
2014
Q2 | $10.1M | Sell |
248,332
-23,972
| -9% | -$935K | 0.39% | 56 |
|
|
2014
Q1 | $10.5M | Buy |
272,304
+11,828
| +5% | +$448K | 0.44% | 51 |
|
|
2013
Q4 | $9.77M | Buy |
260,476
+11,896
| +5% | +$430K | 0.44% | 51 |
|
|
2013
Q3 | $8.64M | Buy |
248,580
+18,044
| +8% | +$617K | 0.45% | 50 |
|
|
2013
Q2 | $7.49M | Buy |
+230,536
| New | +$7.47M | 0.45% | 49 |
|
Other funds holding IWR
Northwestern Mutual Wealth Management's IWR Position: Q1 2026 in Review
Northwestern Mutual Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q1 2026, buying an estimated $1.81M and bringing the position to 1,197,713 shares worth $116M. The position accounts for 0.07% of the portfolio, ranked #140.
Northwestern Mutual Wealth Management first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Northwestern Mutual Wealth Management held 1,197,713 shares of iShares Russell Mid-Cap ETF worth $116M as of Q1 2026.
- Northwestern Mutual Wealth Management bought 18,109 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.81M.
- iShares Russell Mid-Cap ETF made up 0.07% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #140 holding.
- Northwestern Mutual Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.