Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.1M Buy
292,422
+78,280
+37% +$6.08M 0.01% 418
2025
Q4 		$16M Buy
214,142
+2,641
+1% +$197K 0.01% 459
2025
Q3 		$15.7M Buy
211,501
+62,898
+42% +$4.5M 0.01% 455
2025
Q2 		$10.1M Buy
148,603
+85,001
+134% +$5.38M 0.01% 506
2025
Q1 		$3.95M Buy
63,602
+33,383
+110% +$2.25M ﹤0.01% 723
2024
Q4 		$2.04M Sell
30,219
-1,081
-3% -$74.9K ﹤0.01% 862
2024
Q3 		$2.08M Sell
31,300
-403
-1% -$25.6K ﹤0.01% 843
2024
Q2 		$1.94M Buy
31,703
+802
+3% +$49.2K ﹤0.01% 825
2024
Q1 		$1.96M Sell
30,901
-3,276
-10% -$196K ﹤0.01% 800
2023
Q4 		$2.01M Sell
34,177
-785
-2% -$41.3K ﹤0.01% 764
2023
Q3 		$1.81M Sell
34,962
-1,186
-3% -$64.3K ﹤0.01% 757
2023
Q2 		$1.94M Sell
36,148
-2,015
-5% -$103K ﹤0.01% 720
2023
Q1 		$1.96M Sell
38,163
-3,099
-8% -$163K ﹤0.01% 693
2022
Q4 		$2.05M Buy
41,262
+30,260
+275% +$1.51M ﹤0.01% 655
2022
Q3 		$492K Buy
11,002
+2,208
+25% +$109K ﹤0.01% 1043
2022
Q2 		$412K Buy
8,794
+2,577
+41% +$132K ﹤0.01% 1124
2022
Q1 		$340K Hold
6,217
– – ﹤0.01% 1234
2021
Q4 		$356K Hold
6,217
– – ﹤0.01% 1213
2021
Q3 		$335K Buy
6,217
+177
+3% +$9.66K ﹤0.01% 1149
2021
Q2 		$331K Buy
6,040
+177
+3% +$9.55K ﹤0.01% 1123
2021
Q1 		$308K Hold
5,863
– – ﹤0.01% 1083
2020
Q4 		$268K Hold
5,863
– – ﹤0.01% 1036
2020
Q3 		$219K Hold
5,863
– – ﹤0.01% 996
2020
Q2 		$209K Buy
+5,863
New +$196K ﹤0.01% 952
2019
Q2 		– Sell
-25
Closed -$1K – 2690
2019
Q1 		$1K Buy
+25
New +$991 ﹤0.01% 2451

Other funds holding SMLF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northwestern Mutual Wealth Management increased its iShares US Small Cap Equity Factor ETF (SMLF) stake by 37% in Q1 2026, buying an estimated $6.08M and bringing the position to 292,422 shares worth $22.1M. The position accounts for 0.01% of the portfolio, ranked #418.

Northwestern Mutual Wealth Management first reported a position in SMLF in Q1 2019 and has held it in 25 quarters since. 269 funds tracked by Wall St. Rank hold SMLF as of Q1 2026.

  • Northwestern Mutual Wealth Management held 292,422 shares of iShares US Small Cap Equity Factor ETF worth $22.1M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 78,280 iShares US Small Cap Equity Factor ETF shares in Q1 2026, an estimated $6.08M.
  • iShares US Small Cap Equity Factor ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #418 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2019 and has held it in 25 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2026.

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