Northwestern Mutual Wealth Management
IYR icon

Northwestern Mutual Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.6M Buy
367,472
+17,941
+5% +$1.82M 0.02% 350
2026
Q1 		$33.1M Buy
349,531
+23,534
+7% +$2.29M 0.02% 346
2025
Q4 		$30.6M Buy
325,997
+920
+0.3% +$87.7K 0.02% 352
2025
Q3 		$31.6M Buy
325,077
+82,256
+34% +$7.92M 0.02% 322
2025
Q2 		$23M Buy
242,821
+6,544
+3% +$611K 0.02% 354
2025
Q1 		$22.6M Buy
236,277
+11,651
+5% +$1.11M 0.02% 332
2024
Q4 		$20.9M Buy
224,626
+4,291
+2% +$423K 0.02% 323
2024
Q3 		$22.4M Buy
220,335
+31,223
+17% +$3.01M 0.02% 300
2024
Q2 		$16.6M Buy
189,112
+8,626
+5% +$740K 0.02% 333
2024
Q1 		$16.2M Buy
180,486
+4,332
+2% +$383K 0.02% 327
2023
Q4 		$16.1M Buy
176,154
+11,182
+7% +$915K 0.02% 309
2023
Q3 		$12.9M Buy
164,972
+18,270
+12% +$1.56M 0.02% 332
2023
Q2 		$12.7M Buy
146,702
+5,210
+4% +$438K 0.02% 328
2023
Q1 		$12M Buy
141,492
+3,630
+3% +$318K 0.02% 316
2022
Q4 		$11.6M Buy
137,862
+9,642
+8% +$810K 0.02% 312
2022
Q3 		$10.4M Buy
128,220
+19,431
+18% +$1.84M 0.02% 298
2022
Q2 		$10M Sell
108,789
-2,721
-2% -$271K 0.02% 293
2022
Q1 		$12.1M Buy
111,510
+7,494
+7% +$791K 0.02% 278
2021
Q4 		$12.1M Buy
104,016
+1,213
+1% +$133K 0.02% 259
2021
Q3 		$10.5M Buy
102,803
+2,310
+2% +$246K 0.02% 264
2021
Q2 		$10.2M Sell
100,493
-2,236
-2% -$222K 0.02% 254
2021
Q1 		$9.45M Sell
102,729
-1
-0% -$88 0.02% 246
2020
Q4 		$8.8M Buy
102,730
+1,855
+2% +$154K 0.02% 242
2020
Q3 		$8.05M Sell
100,875
-15,247
-13% -$1.23M 0.02% 237
2020
Q2 		$9.15M Buy
116,122
+9,720
+9% +$737K 0.03% 207
2020
Q1 		$7.4M Buy
106,402
+17,845
+20% +$1.58M 0.03% 214
2019
Q4 		$8.24M Sell
88,557
-3,242
-4% -$301K 0.03% 212
2019
Q3 		$8.59M Sell
91,799
-44
-0% -$4.01K 0.03% 202
2019
Q2 		$8.02M Buy
91,843
+764
+0.8% +$66.9K 0.03% 208
2019
Q1 		$7.93M Sell
91,079
-9,066
-9% -$750K 0.03% 201
2018
Q4 		$7.5M Buy
100,145
+21,060
+27% +$1.65M 0.04% 195
2018
Q3 		$6.33M Buy
79,085
+638
+0.8% +$52K 0.03% 208
2018
Q2 		$6.32M Sell
78,447
-4,053
-5% -$312K 0.04% 199
2018
Q1 		$6.23M Buy
82,500
+5,845
+8% +$443K 0.04% 196
2017
Q4 		$6.21M Buy
76,655
+3,071
+4% +$249K 0.04% 187
2017
Q3 		$5.88M Buy
73,584
+3,678
+5% +$295K 0.04% 188
2017
Q2 		$5.58M Buy
69,906
+2,605
+4% +$207K 0.04% 182
2017
Q1 		$5.28M Sell
67,301
-8,246
-11% -$644K 0.05% 177
2016
Q4 		$5.81M Buy
75,547
+14,908
+25% +$1.13M 0.06% 162
2016
Q3 		$4.89M Sell
60,639
-294
-0.5% -$24.3K 0.06% 176
2016
Q2 		$5.02M Buy
60,933
+3,476
+6% +$272K 0.07% 168
2016
Q1 		$4.47M Buy
57,457
+2,481
+5% +$180K 0.07% 159
2015
Q4 		$4.13M Buy
54,976
+3,851
+8% +$288K 0.08% 165
2015
Q3 		$3.63M Buy
51,125
+836
+2% +$60.9K 0.09% 166
2015
Q2 		$3.59M Sell
50,289
-587
-1% -$44.5K 0.09% 159
2015
Q1 		$4.04M Buy
50,876
+2,903
+6% +$232K 0.11% 151
2014
Q4 		$3.69M Buy
47,973
+1,679
+4% +$126K 0.11% 147
2014
Q3 		$3.2M Buy
46,294
+12,198
+36% +$884K 0.11% 146
2014
Q2 		$2.45M Sell
34,096
-3,604
-10% -$254K 0.1% 153
2014
Q1 		$2.55M Buy
37,700
+3,050
+9% +$202K 0.11% 147
2013
Q4 		$2.19M Buy
34,650
+6,757
+24% +$435K 0.1% 146
2013
Q3 		$1.78M Buy
27,893
+5,998
+27% +$392K 0.09% 154
2013
Q2 		$1.45M Buy
+21,895
New +$1.55M 0.09% 159

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Northwestern Mutual Wealth Management increased its iShares US Real Estate ETF (IYR) stake by 5.1% in Q2 2026, buying an estimated $1.82M and bringing the position to 367,472 shares worth $37.6M. The position accounts for 0.02% of the portfolio, ranked #350.

Northwestern Mutual Wealth Management first reported a position in IYR in Q2 2013 and has held it in 53 quarters since. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Northwestern Mutual Wealth Management held 367,472 shares of iShares US Real Estate ETF worth $37.6M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 17,941 iShares US Real Estate ETF shares in Q2 2026, an estimated $1.82M.
  • iShares US Real Estate ETF made up 0.02% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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