Northwestern Mutual Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$95.7M	Buy	750,596 +39,946	+6%	+$4.96M	0.05%	186
2026 Q1	$83.6M	Buy	710,650 +53,783	+8%	+$6.67M	0.05%	182
2025 Q4	$84.7M	Sell	656,867 -8,245	-1%	-$1.03M	0.05%	180
2025 Q3	$84.2M	Sell	665,112 -36,875	-5%	-$4.56M	0.06%	172
2025 Q2	$84.9M	Buy	701,987 +13,109	+2%	+$1.48M	0.06%	158
2025 Q1	$77.7M	Buy	688,878 +45,100	+7%	+$5.17M	0.06%	147
2024 Q4	$71.2M	Buy	643,778 +6,295	+1%	+$701K	0.06%	154
2024 Q3	$66.2M	Sell	637,483 -33,993	-5%	-$3.41M	0.06%	160
2024 Q2	$63.5M	Buy	671,476 +849	+0.1%	+$79.5K	0.06%	147
2024 Q1	$64.1M	Buy	670,627 +16,492	+3%	+$1.47M	0.07%	138
2023 Q4	$55.9M	Buy	654,135 +249,307	+62%	+$19.4M	0.06%	148
2023 Q3	$30.3M	Buy	404,828 +354,113	+698%	+$27.3M	0.04%	223
2023 Q2	$3.78M	Buy	50,715 +6,178	+14%	+$445K	﹤0.01%	558
2023 Q1	$3.17M	Sell	44,537 -367	-0.8%	-$28.2K	﹤0.01%	579
2022 Q4	$3.39M	Sell	44,904 -10,190	-18%	-$764K	0.01%	545
2022 Q3	$3.72M	Sell	55,094 -2,361	-4%	-$174K	0.01%	486
2022 Q2	$4.02M	Sell	57,455 -90,777	-61%	-$6.92M	0.01%	474
2022 Q1	$12.5M	Buy	148,232 +104,457	+239%	+$9M	0.02%	274
2021 Q4	$3.79M	Buy	43,775 +5,157	+13%	+$449K	0.01%	468
2021 Q3	$3.19M	Buy	38,618 +1,879	+5%	+$156K	0.01%	469
2021 Q2	$2.98M	Sell	36,739 -355	-1%	-$28.5K	0.01%	473
2021 Q1	$2.78M	Sell	37,094 -354	-0.9%	-$25.2K	0.01%	444
2020 Q4	$2.5M	Sell	37,448 -650	-2%	-$40.1K	0.01%	430
2020 Q3	$2.16M	Buy	38,098 +2,130	+6%	+$122K	0.01%	416
2020 Q2	$1.98M	Buy	35,968 +1,810	+5%	+$96.6K	0.01%	407
2020 Q1	$1.66M	Sell	34,158 -8,010	-19%	-$507K	0.01%	385
2019 Q4	$2.9M	Buy	42,168 +500	+1%	+$33.2K	0.01%	337
2019 Q3	$2.68M	Buy	41,668 +1,128	+3%	+$71.7K	0.01%	334
2019 Q2	$2.55M	Sell	40,540 -1,442	-3%	-$88.8K	0.01%	339
2019 Q1	$2.48M	Sell	41,982 -396	-0.9%	-$23K	0.01%	333
2018 Q4	$2.25M	Buy	42,378 +4,270	+11%	+$245K	0.01%	330
2018 Q3	$2.31M	Buy	38,108 +4,420	+13%	+$271K	0.01%	303
2018 Q2	$1.97M	Buy	33,688 +6,552	+24%	+$390K	0.01%	307
2018 Q1	$1.6M	Buy	27,136 +2,820	+12%	+$171K	0.01%	322
2017 Q4	$1.45M	Sell	24,316 -1,290	-5%	-$74.9K	0.01%	315
2017 Q3	$1.44M	Sell	25,606 -602	-2%	-$32.8K	0.01%	299
2017 Q2	$1.41M	Sell	26,208 -1,408	-5%	-$73.6K	0.01%	297
2017 Q1	$1.44M	Buy	27,616 +5,370	+24%	+$280K	0.01%	281
2016 Q4	$1.13M	Buy	22,246 +9,470	+74%	+$452K	0.01%	317
2016 Q3	$575K	Buy	12,776 +2,674	+26%	+$120K	0.01%	404
2016 Q2	$435K	Buy	10,102 +3,912	+63%	+$169K	0.01%	430
2016 Q1	$262K	Buy	+6,190	New	+$251K	﹤0.01%	508
2015 Q2	–	Sell	-2	Closed	–	–	1527
2015 Q1	$0	Buy	+2	New	+$89	﹤0.01%	1672

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management's IYF Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares US Financials ETF (IYF) stake by 5.6% in Q2 2026, buying an estimated $4.96M and bringing the position to 750,596 shares worth $95.7M. The position accounts for 0.05% of the portfolio, ranked #186.

Northwestern Mutual Wealth Management first reported a position in IYF in Q1 2015 and has held it in 43 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Northwestern Mutual Wealth Management held 750,596 shares of iShares US Financials ETF worth $95.7M as of Q2 2026.
Northwestern Mutual Wealth Management bought 39,946 iShares US Financials ETF shares in Q2 2026, an estimated $4.96M.
iShares US Financials ETF made up 0.05% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #186 holding.
Northwestern Mutual Wealth Management first reported a position in iShares US Financials ETF in Q1 2015 and has held it in 43 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.