Northwestern Mutual Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.4M	Buy	76,123 +8,695	+13%	+$1.52M	0.01%	528
2025 Q4	$10.4M	Sell	67,428 -192	-0.3%	-$28.4K	0.01%	570
2025 Q3	$10M	Sell	67,620 -1,710	-2%	-$250K	0.01%	540
2025 Q2	$9.71M	Sell	69,330 -1,820	-3%	-$242K	0.01%	514
2025 Q1	$9.59M	Buy	71,150 +4,334	+6%	+$590K	0.01%	490
2024 Q4	$8.68M	Buy	66,816 +341	+0.5%	+$49.3K	0.01%	492
2024 Q3	$9.98M	Buy	66,475 +1,446	+2%	+$206K	0.01%	454
2024 Q2	$9.1M	Buy	65,029 +1,001	+2%	+$144K	0.01%	446
2024 Q1	$9.46M	Buy	64,028 +1,261	+2%	+$173K	0.01%	433
2023 Q4	$8.67M	Buy	62,767 +26,200	+72%	+$3.36M	0.01%	422
2023 Q3	$4.62M	Buy	36,567 +33,716	+1,183%	+$4.46M	0.01%	520
2023 Q2	$379K	Sell	2,851 -6,106	-68%	-$787K	﹤0.01%	1252
2023 Q1	$1.19M	Sell	8,957 -15,301	-63%	-$2.03M	﹤0.01%	844
2022 Q4	$3.03M	Sell	24,258 -1,096	-4%	-$135K	﹤0.01%	566
2022 Q3	$2.74M	Sell	25,354 -58,957	-70%	-$7.07M	﹤0.01%	536
2022 Q2	$9.93M	Buy	84,311 +3,650	+5%	+$505K	0.02%	294
2022 Q1	$12.1M	Buy	80,661 +3,053	+4%	+$422K	0.02%	279
2021 Q4	$10.9M	Sell	77,608 -22,811	-23%	-$3.07M	0.02%	280
2021 Q3	$12.5M	Buy	100,419 +20,446	+26%	+$2.67M	0.02%	242
2021 Q2	$10.4M	Buy	79,973 +41,729	+109%	+$5.58M	0.02%	253
2021 Q1	$4.8M	Buy	38,244 +37,335	+4,107%	+$4.46M	0.01%	358
2020 Q4	$103K	Buy	909 +448	+97%	+$47.7K	﹤0.01%	1388
2020 Q3	$46K	Sell	461 -12	-3%	-$1.18K	﹤0.01%	1536
2020 Q2	$42K	Buy	473 +143	+43%	+$11.8K	﹤0.01%	1500
2020 Q1	$23K	Sell	330 -69	-17%	-$5.94K	﹤0.01%	1651
2019 Q4	$39K	Sell	399 -170	-30%	-$16K	﹤0.01%	1549
2019 Q3	$53K	Buy	569 +250	+78%	+$23K	﹤0.01%	1402
2019 Q2	$30K	Sell	319 -200	-39%	-$18.4K	﹤0.01%	1578
2019 Q1	$47K	Hold	519	–	–	﹤0.01%	1370
2018 Q4	$44K	Buy	519 +200	+63%	+$17.9K	﹤0.01%	1303
2018 Q3	$31K	Hold	319	–	–	﹤0.01%	1486
2018 Q2	$32K	Hold	319	–	–	﹤0.01%	1411
2018 Q1	$31K	Sell	319 -77	-19%	-$7.89K	﹤0.01%	1382
2017 Q4	$40K	Buy	396 +113	+40%	+$11.2K	﹤0.01%	1237
2017 Q3	$27K	Buy	283 +129	+84%	+$11.9K	﹤0.01%	1361
2017 Q2	$14K	Buy	154 +29	+23%	+$2.58K	﹤0.01%	1504
2017 Q1	$11K	Sell	125 -45	-26%	-$3.94K	﹤0.01%	1517
2016 Q4	$14K	Buy	+170	New	+$13.8K	﹤0.01%	1494
2016 Q2	–	Sell	-4	Closed	–	–	2158
2016 Q1	$0	Buy	+4	New	+$269	﹤0.01%	2209
2014 Q4	–	Sell	-250	Closed	-$22K	–	1769
2014 Q3	$22K	Buy	+250	New	+$21.9K	﹤0.01%	800

Other funds holding IYM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares US Basic Materials ETF (IYM) stake by 13% in Q1 2026, buying an estimated $1.52M and bringing the position to 76,123 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #528.

Northwestern Mutual Wealth Management first reported a position in IYM in Q3 2014 and has held it in 40 quarters since. 246 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Northwestern Mutual Wealth Management held 76,123 shares of iShares US Basic Materials ETF worth $13.4M as of Q1 2026.
Northwestern Mutual Wealth Management bought 8,695 iShares US Basic Materials ETF shares in Q1 2026, an estimated $1.52M.
iShares US Basic Materials ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #528 holding.
Northwestern Mutual Wealth Management first reported a position in iShares US Basic Materials ETF in Q3 2014 and has held it in 40 quarters since.
246 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

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