Northwestern Mutual Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
48,959
-998
| -2% | -$350K | 0.01% | 405 |
|
|
2025
Q1 | $15.9M | Sell |
49,957
-1,017
| -2% | -$323K | 0.01% | 390 |
|
|
2024
Q4 | $17M | Sell |
50,974
-706
| -1% | -$236K | 0.01% | 359 |
|
|
2024
Q3 | $16.9M | Sell |
51,680
-520
| -1% | -$170K | 0.02% | 349 |
|
|
2024
Q2 | $16.1M | Sell |
52,200
-2,006
| -4% | -$619K | 0.02% | 339 |
|
|
2024
Q1 | $16.3M | Sell |
54,206
-4,126
| -7% | -$1.24M | 0.02% | 325 |
|
|
2023
Q4 | $16M | Buy |
58,332
+3,723
| +7% | +$1.02M | 0.02% | 311 |
|
|
2023
Q3 | $13.4M | Sell |
54,609
-3,881
| -7% | -$951K | 0.02% | 324 |
|
|
2023
Q2 | $14.9M | Buy |
58,490
+71
| +0.1% | +$18.1K | 0.02% | 306 |
|
|
2023
Q1 | $13.8M | Sell |
58,419
-2,966
| -5% | -$698K | 0.02% | 304 |
|
|
2022
Q4 | $13.5M | Buy |
61,385
+974
| +2% | +$215K | 0.02% | 285 |
|
|
2022
Q3 | $12.5M | Sell |
60,411
-1,334
| -2% | -$276K | 0.02% | 266 |
|
|
2022
Q2 | $13.4M | Sell |
61,745
-451
| -0.7% | -$98K | 0.02% | 258 |
|
|
2022
Q1 | $16.3M | Sell |
62,196
-1,806
| -3% | -$474K | 0.03% | 243 |
|
|
2021
Q4 | $17.8M | Sell |
64,002
-1,133
| -2% | -$314K | 0.03% | 219 |
|
|
2021
Q3 | $16.6M | Sell |
65,135
-4,986
| -7% | -$1.27M | 0.03% | 211 |
|
|
2021
Q2 | $17.9M | Sell |
70,121
-6,183
| -8% | -$1.58M | 0.03% | 197 |
|
|
2021
Q1 | $18.1M | Sell |
76,304
-4,347
| -5% | -$1.03M | 0.04% | 183 |
|
|
2020
Q4 | $18M | Sell |
80,651
-360
| -0.4% | -$80.5K | 0.04% | 175 |
|
|
2020
Q3 | $15.9M | Sell |
81,011
-5,598
| -6% | -$1.1M | 0.04% | 163 |
|
|
2020
Q2 | $15.6M | Buy |
86,609
+12,750
| +17% | +$2.3M | 0.05% | 153 |
|
|
2020
Q1 | $11M | Buy |
73,859
+2,057
| +3% | +$305K | 0.04% | 174 |
|
|
2019
Q4 | $13.5M | Sell |
71,802
-265
| -0.4% | -$50K | 0.05% | 164 |
|
|
2019
Q3 | $12.5M | Sell |
72,067
-3,364
| -4% | -$585K | 0.05% | 164 |
|
|
2019
Q2 | $13M | Sell |
75,431
-4,930
| -6% | -$850K | 0.05% | 152 |
|
|
2019
Q1 | $13.4M | Buy |
80,361
+183
| +0.2% | +$30.5K | 0.06% | 149 |
|
|
2018
Q4 | $11.8M | Sell |
80,178
-6,218
| -7% | -$914K | 0.06% | 151 |
|
|
2018
Q3 | $14.9M | Sell |
86,396
-2,398
| -3% | -$413K | 0.08% | 123 |
|
|
2018
Q2 | $14.4M | Sell |
88,794
-1,218
| -1% | -$198K | 0.08% | 123 |
|
|
2018
Q1 | $14.1M | Sell |
90,012
-2,549
| -3% | -$398K | 0.09% | 117 |
|
|
2017
Q4 | $14.6M | Buy |
92,561
+3,245
| +4% | +$513K | 0.09% | 111 |
|
|
2017
Q3 | $13.3M | Buy |
89,316
+5,466
| +7% | +$816K | 0.1% | 116 |
|
|
2017
Q2 | $12.1M | Buy |
83,850
+5,970
| +8% | +$860K | 0.1% | 116 |
|
|
2017
Q1 | $10.9M | Buy |
77,880
+5,193
| +7% | +$726K | 0.1% | 117 |
|
|
2016
Q4 | $9.67M | Buy |
72,687
+54,577
| +301% | +$7.26M | 0.1% | 122 |
|
|
2016
Q3 | $2.32M | Sell |
18,110
-53,727
| -75% | -$6.89M | 0.15% | 91 |
|
|
2016
Q2 | $8.91M | Sell |
71,837
-808
| -1% | -$100K | 0.13% | 120 |
|
|
2016
Q1 | $8.78M | Sell |
72,645
-5,251
| -7% | -$635K | 0.14% | 116 |
|
|
2015
Q4 | $9.37M | Buy |
77,896
+10,983
| +16% | +$1.32M | 0.19% | 102 |
|
|
2015
Q3 | $7.62M | Buy |
66,913
+18,057
| +37% | +$2.06M | 0.18% | 108 |
|
|
2015
Q2 | $6.06M | Buy |
48,856
+7,446
| +18% | +$923K | 0.16% | 113 |
|
|
2015
Q1 | $5.13M | Sell |
41,410
-1,391
| -3% | -$172K | 0.14% | 128 |
|
|
2014
Q4 | $5.23M | Buy |
42,801
+11,392
| +36% | +$1.39M | 0.16% | 122 |
|
|
2014
Q3 | $3.67M | Buy |
31,409
+1,409
| +5% | +$165K | 0.13% | 139 |
|
|
2014
Q2 | $3.53M | Buy |
30,000
+26
| +0.1% | +$3.06K | 0.14% | 129 |
|
|
2014
Q1 | $3.37M | Buy |
29,974
+238
| +0.8% | +$26.7K | 0.14% | 121 |
|
|
2013
Q4 | $3.29M | Sell |
29,736
-347
| -1% | -$38.4K | 0.15% | 117 |
|
|
2013
Q3 | $3.04M | Buy |
30,083
+781
| +3% | +$79K | 0.16% | 120 |
|
|
2013
Q2 | $2.83M | Buy |
+29,302
| New | +$2.83M | 0.17% | 113 |
|