Northwestern Mutual Wealth Management’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14M	Buy	14,984 +10,942	+271%	+$1.52M	﹤0.01%	1143
2026 Q1	$525K	Buy	4,042 +408	+11%	+$54.3K	﹤0.01%	1551
2025 Q4	$464K	Buy	3,634 +688	+23%	+$88K	﹤0.01%	1567
2025 Q3	$378K	Buy	2,946 +172	+6%	+$21.9K	﹤0.01%	1549
2025 Q2	$335K	Buy	2,774 +2,525	+1,014%	+$287K	﹤0.01%	1539
2025 Q1	$28.4K	Hold	249	–	–	﹤0.01%	2378
2024 Q4	$30.2K	Hold	249	–	–	﹤0.01%	2365
2024 Q3	$29.5K	Hold	249	–	–	﹤0.01%	2340
2024 Q2	$27.8K	Sell	249 -339	-58%	-$38.5K	﹤0.01%	2294
2024 Q1	$70.2K	Buy	588 +339	+136%	+$38.2K	﹤0.01%	1946
2023 Q4	$29K	Hold	249	–	–	﹤0.01%	2276
2023 Q3	$24.5K	Buy	+249	New	+$25.8K	﹤0.01%	2248

Other funds holding RFV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its Invesco S&P MidCap 400 Pure Value ETF (RFV) stake by 271% in Q2 2026, buying an estimated $1.52M and bringing the position to 14,984 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Northwestern Mutual Wealth Management first reported a position in RFV in Q3 2023 and has held it in 12 quarters since. 94 funds tracked by Wall St. Rank hold RFV as of Q2 2026.

Northwestern Mutual Wealth Management held 14,984 shares of Invesco S&P MidCap 400 Pure Value ETF worth $2.14M as of Q2 2026.
Northwestern Mutual Wealth Management bought 10,942 Invesco S&P MidCap 400 Pure Value ETF shares in Q2 2026, an estimated $1.52M.
Invesco S&P MidCap 400 Pure Value ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1143 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q3 2023 and has held it in 12 quarters since.
94 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q2 2026.

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