Northwestern Mutual Wealth Management’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
| New | +$1.06M | 0.01% | 317 |
|
|
2016
Q3 | – | Sell |
-10,102
| Closed | -$435K | – | 865 |
|
|
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
PF
PCH
