Northwestern Mutual Wealth Management’s iShares US Technology ETF IYW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $64.1M | Buy |
369,743
+53,071
| +17% | +$9.2M | 0.05% | 195 |
|
2025
Q1 | $44.5M | Buy |
316,672
+44,077
| +16% | +$6.19M | 0.04% | 238 |
|
2024
Q4 | $43.5M | Buy |
272,595
+29,270
| +12% | +$4.67M | 0.04% | 230 |
|
2024
Q3 | $36.9M | Buy |
243,325
+57,003
| +31% | +$8.64M | 0.03% | 249 |
|
2024
Q2 | $28M | Buy |
186,322
+23,424
| +14% | +$3.53M | 0.03% | 269 |
|
2024
Q1 | $22M | Buy |
162,898
+40,958
| +34% | +$5.53M | 0.02% | 290 |
|
2023
Q4 | $15M | Buy |
121,940
+14,707
| +14% | +$1.81M | 0.02% | 321 |
|
2023
Q3 | $11.3M | Buy |
107,233
+9,165
| +9% | +$962K | 0.01% | 350 |
|
2023
Q2 | $10.7M | Buy |
98,068
+58,371
| +147% | +$6.35M | 0.01% | 356 |
|
2023
Q1 | $3.68M | Buy |
39,697
+1,621
| +4% | +$150K | 0.01% | 538 |
|
2022
Q4 | $2.84M | Sell |
38,076
-7,538
| -17% | -$562K | ﹤0.01% | 581 |
|
2022
Q3 | $3.35M | Buy |
45,614
+1,083
| +2% | +$79.4K | 0.01% | 508 |
|
2022
Q2 | $3.56M | Buy |
44,531
+11,144
| +33% | +$891K | 0.01% | 498 |
|
2022
Q1 | $3.44M | Buy |
33,387
+3,493
| +12% | +$360K | 0.01% | 516 |
|
2021
Q4 | $3.43M | Buy |
29,894
+2,194
| +8% | +$252K | 0.01% | 490 |
|
2021
Q3 | $2.81M | Buy |
27,700
+4,862
| +21% | +$493K | 0.01% | 494 |
|
2021
Q2 | $2.27M | Buy |
22,838
+1,700
| +8% | +$169K | ﹤0.01% | 538 |
|
2021
Q1 | $1.85M | Buy |
21,138
+327
| +2% | +$28.7K | ﹤0.01% | 536 |
|
2020
Q4 | $1.77M | Buy |
20,811
+15,146
| +267% | +$1.29M | ﹤0.01% | 507 |
|
2020
Q3 | $1.71M | Sell |
5,665
-378
| -6% | -$114K | ﹤0.01% | 459 |
|
2020
Q2 | $1.63M | Buy |
6,043
+411
| +7% | +$111K | 0.01% | 440 |
|
2020
Q1 | $1.15M | Buy |
5,632
+1,490
| +36% | +$305K | ﹤0.01% | 457 |
|
2019
Q4 | $963K | Buy |
4,142
+285
| +7% | +$66.3K | ﹤0.01% | 530 |
|
2019
Q3 | $788K | Buy |
3,857
+401
| +12% | +$81.9K | ﹤0.01% | 531 |
|
2019
Q2 | $684K | Buy |
3,456
+16
| +0.5% | +$3.17K | ﹤0.01% | 553 |
|
2019
Q1 | $656K | Buy |
3,440
+553
| +19% | +$105K | ﹤0.01% | 548 |
|
2018
Q4 | $462K | Buy |
2,887
+1,938
| +204% | +$310K | ﹤0.01% | 582 |
|
2018
Q3 | $184K | Buy |
949
+46
| +5% | +$8.92K | ﹤0.01% | 823 |
|
2018
Q2 | $161K | Buy |
903
+75
| +9% | +$13.4K | ﹤0.01% | 830 |
|
2018
Q1 | $139K | Sell |
828
-133
| -14% | -$22.3K | ﹤0.01% | 849 |
|
2017
Q4 | $156K | Sell |
961
-344
| -26% | -$55.8K | ﹤0.01% | 797 |
|
2017
Q3 | $196K | Buy |
1,305
+394
| +43% | +$59.2K | ﹤0.01% | 690 |
|
2017
Q2 | $127K | Buy |
911
+143
| +19% | +$19.9K | ﹤0.01% | 808 |
|
2017
Q1 | $104K | Buy |
768
+268
| +54% | +$36.3K | ﹤0.01% | 821 |
|
2016
Q4 | $60K | Buy |
+500
| New | +$60K | ﹤0.01% | 970 |
|
2016
Q3 | – | Sell |
-267
| Closed | -$28K | – | 869 |
|
2016
Q2 | $28K | Hold |
267
| – | – | ﹤0.01% | 1060 |
|
2016
Q1 | $29K | Hold |
267
| – | – | ﹤0.01% | 1060 |
|
2015
Q4 | $29K | Buy |
267
+167
| +167% | +$18.1K | ﹤0.01% | 909 |
|
2015
Q3 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 1086 |
|
2015
Q2 | – | Sell |
-17
| Closed | -$2K | – | 1530 |
|
2015
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 1378 |
|
2014
Q4 | – | Sell |
-75
| Closed | -$8K | – | 1770 |
|
2014
Q3 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 950 |
|
2014
Q2 | – | Sell |
-21
| Closed | -$2K | – | 1326 |
|
2014
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1138 |
|
2013
Q3 | – | Sell |
-248
| Closed | -$18K | – | 1424 |
|
2013
Q2 | $18K | Buy |
+248
| New | +$18K | ﹤0.01% | 734 |
|