Northwestern Mutual Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.9M | Buy |
701,987
+13,109
| +2% | +$1.59M | 0.06% | 158 |
|
|
2025
Q1 | $77.7M | Buy |
688,878
+45,100
| +7% | +$5.09M | 0.06% | 147 |
|
|
2024
Q4 | $71.2M | Buy |
643,778
+6,295
| +1% | +$696K | 0.06% | 154 |
|
|
2024
Q3 | $66.2M | Sell |
637,483
-33,993
| -5% | -$3.53M | 0.06% | 160 |
|
|
2024
Q2 | $63.5M | Buy |
671,476
+849
| +0.1% | +$80.3K | 0.06% | 147 |
|
|
2024
Q1 | $64.1M | Buy |
670,627
+16,492
| +3% | +$1.58M | 0.07% | 138 |
|
|
2023
Q4 | $55.9M | Buy |
654,135
+249,307
| +62% | +$21.3M | 0.06% | 148 |
|
|
2023
Q3 | $30.3M | Buy |
404,828
+354,113
| +698% | +$26.5M | 0.04% | 223 |
|
|
2023
Q2 | $3.78M | Buy |
50,715
+6,178
| +14% | +$461K | ﹤0.01% | 558 |
|
|
2023
Q1 | $3.17M | Sell |
44,537
-367
| -0.8% | -$26.1K | ﹤0.01% | 579 |
|
|
2022
Q4 | $3.39M | Sell |
44,904
-10,190
| -18% | -$769K | 0.01% | 545 |
|
|
2022
Q3 | $3.72M | Sell |
55,094
-2,361
| -4% | -$159K | 0.01% | 486 |
|
|
2022
Q2 | $4.02M | Sell |
57,455
-90,777
| -61% | -$6.35M | 0.01% | 474 |
|
|
2022
Q1 | $12.5M | Buy |
148,232
+104,457
| +239% | +$8.83M | 0.02% | 274 |
|
|
2021
Q4 | $3.79M | Buy |
43,775
+5,157
| +13% | +$447K | 0.01% | 468 |
|
|
2021
Q3 | $3.19M | Buy |
38,618
+1,879
| +5% | +$155K | 0.01% | 469 |
|
|
2021
Q2 | $2.98M | Sell |
36,739
-355
| -1% | -$28.8K | 0.01% | 473 |
|
|
2021
Q1 | $2.78M | Sell |
37,094
-354
| -0.9% | -$26.5K | 0.01% | 444 |
|
|
2020
Q4 | $2.5M | Buy |
37,448
+18,399
| +97% | +$1.23M | 0.01% | 430 |
|
|
2020
Q3 | $2.16M | Buy |
19,049
+1,065
| +6% | +$121K | 0.01% | 416 |
|
|
2020
Q2 | $1.98M | Buy |
17,984
+905
| +5% | +$99.7K | 0.01% | 407 |
|
|
2020
Q1 | $1.66M | Sell |
17,079
-4,005
| -19% | -$390K | 0.01% | 385 |
|
|
2019
Q4 | $2.9M | Buy |
21,084
+250
| +1% | +$34.4K | 0.01% | 337 |
|
|
2019
Q3 | $2.68M | Buy |
20,834
+564
| +3% | +$72.6K | 0.01% | 334 |
|
|
2019
Q2 | $2.55M | Sell |
20,270
-721
| -3% | -$90.6K | 0.01% | 339 |
|
|
2019
Q1 | $2.48M | Sell |
20,991
-198
| -0.9% | -$23.4K | 0.01% | 333 |
|
|
2018
Q4 | $2.25M | Buy |
21,189
+2,135
| +11% | +$227K | 0.01% | 330 |
|
|
2018
Q3 | $2.32M | Buy |
19,054
+2,210
| +13% | +$269K | 0.01% | 303 |
|
|
2018
Q2 | $1.97M | Buy |
16,844
+3,276
| +24% | +$384K | 0.01% | 307 |
|
|
2018
Q1 | $1.6M | Buy |
13,568
+1,410
| +12% | +$166K | 0.01% | 322 |
|
|
2017
Q4 | $1.45M | Sell |
12,158
-645
| -5% | -$77K | 0.01% | 315 |
|
|
2017
Q3 | $1.44M | Sell |
12,803
-301
| -2% | -$33.8K | 0.01% | 299 |
|
|
2017
Q2 | $1.41M | Sell |
13,104
-704
| -5% | -$75.7K | 0.01% | 297 |
|
|
2017
Q1 | $1.44M | Buy |
13,808
+2,685
| +24% | +$279K | 0.01% | 281 |
|
|
2016
Q4 | $1.13M | Buy |
+11,123
| New | +$1.13M | 0.01% | 317 |
|
|
2016
Q3 | – | Sell |
-5,051
| Closed | -$435K | – | 865 |
|
|
2016
Q2 | $435K | Buy |
5,051
+1,956
| +63% | +$168K | 0.01% | 430 |
|
|
2016
Q1 | $262K | Buy |
+3,095
| New | +$262K | ﹤0.01% | 508 |
|
|
2015
Q2 | – | Sell |
-1
| Closed | – | – | 1527 |
|
|
2015
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1672 |
|