Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$811K Sell
9,791
-22,088
-69% -$1.94M ﹤0.01% 1409
2025
Q4 		$2.94M Buy
31,879
+2,540
+9% +$227K ﹤0.01% 936
2025
Q3 		$2.63M Sell
29,339
-777
-3% -$68.3K ﹤0.01% 930
2025
Q2 		$2.58M Buy
30,116
+365
+1% +$29K ﹤0.01% 875
2025
Q1 		$2.34M Sell
29,751
-1,136
-4% -$91.5K ﹤0.01% 870
2024
Q4 		$2.4M Buy
30,887
+159
+0.5% +$12.3K ﹤0.01% 807
2024
Q3 		$2.18M Buy
30,728
+751
+3% +$51.6K ﹤0.01% 830
2024
Q2 		$1.95M Sell
29,977
-605
-2% -$39.3K ﹤0.01% 821
2024
Q1 		$2.03M Sell
30,582
-72,096
-70% -$4.48M ﹤0.01% 796
2023
Q4 		$6.13M Sell
102,678
-15,753
-13% -$848K 0.01% 493
2023
Q3 		$6.1M Sell
118,431
-531
-0.4% -$28.7K 0.01% 466
2023
Q2 		$6.26M Buy
118,962
+1,155
+1% +$58.5K 0.01% 464
2023
Q1 		$5.93M Sell
117,807
-7,401
-6% -$404K 0.01% 450
2022
Q4 		$6.57M Sell
125,208
-38,304
-23% -$2.01M 0.01% 410
2022
Q3 		$7.7M Sell
163,512
-52,653
-24% -$2.76M 0.01% 335
2022
Q2 		$10.7M Buy
216,165
+4,707
+2% +$255K 0.02% 287
2022
Q1 		$12.7M Buy
211,458
+83,748
+66% +$5.28M 0.02% 269
2021
Q4 		$8.22M Buy
127,710
+7,479
+6% +$488K 0.01% 326
2021
Q3 		$7.54M Buy
120,231
+5,442
+5% +$341K 0.01% 316
2021
Q2 		$7.09M Sell
114,789
-37,710
-25% -$2.3M 0.01% 303
2021
Q1 		$8.71M Buy
152,499
+40,449
+36% +$2.19M 0.02% 258
2020
Q4 		$5.6M Buy
112,050
+95,883
+593% +$4.32M 0.01% 305
2020
Q3 		$658K Buy
16,167
+12,708
+367% +$524K ﹤0.01% 681
2020
Q2 		$138K Buy
3,459
+387
+13% +$14.9K ﹤0.01% 1093
2020
Q1 		$105K Buy
3,072
+123
+4% +$5.61K ﹤0.01% 1094
2019
Q4 		$149K Buy
2,949
+804
+37% +$38.6K ﹤0.01% 1070
2019
Q3 		$98K Hold
2,145
– – ﹤0.01% 1165
2019
Q2 		$96K Sell
2,145
-60
-3% -$2.63K ﹤0.01% 1136
2019
Q1 		$92K Buy
2,205
+60
+3% +$2.49K ﹤0.01% 1128
2018
Q4 		$80K Buy
2,145
+669
+45% +$27.6K ﹤0.01% 1067
2018
Q3 		$66K Sell
1,476
-612
-29% -$27.7K ﹤0.01% 1190
2018
Q2 		$90K Buy
2,088
+762
+57% +$33.8K ﹤0.01% 1031
2018
Q1 		$58K Hold
1,326
– – ﹤0.01% 1142
2017
Q4 		$58K Sell
1,326
-15
-1% -$625 ﹤0.01% 1100
2017
Q3 		$54K Sell
1,341
-510
-28% -$19.5K ﹤0.01% 1089
2017
Q2 		$70K Buy
1,851
+1,704
+1,159% +$61.9K ﹤0.01% 990
2017
Q1 		$5K Buy
147
+12
+9% +$440 ﹤0.01% 1715
2016
Q4 		$5K Buy
+135
New +$4.4K ﹤0.01% 1852
2015
Q2 		– Sell
-75
Closed -$2K – 1528
2015
Q1 		$2K Buy
+75
New +$2.22K ﹤0.01% 1377

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management's IYG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares US Financial Services ETF (IYG) stake by 69% in Q1 2026, selling an estimated $1.94M and leaving 9,791 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Northwestern Mutual Wealth Management first reported a position in IYG in Q1 2015 and has held it in 39 quarters since. The position peaked at $12.7M in Q1 2022. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Northwestern Mutual Wealth Management held 9,791 shares of iShares US Financial Services ETF worth $811K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 22,088 iShares US Financial Services ETF shares in Q1 2026, an estimated $1.94M.
  • iShares US Financial Services ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1409 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Financial Services ETF in Q1 2015 and has held it in 39 quarters since.
  • Northwestern Mutual Wealth Management's iShares US Financial Services ETF position peaked at $12.7M in Q1 2022.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.