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iShares Morningstar Small Value shares owned by Northwestern Mutual Wealth Management Company

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Northwestern Mutual Wealth Management Company from 13F filings

Historical chart of Northwestern Mutual Wealth Management Company investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Northwestern Mutual Wealth Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Northwestern Mutual Wealth Management Company

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.3M 83k 51.78
2023-06-30 $4.3M 80k 54.02
2023-03-31 $4.1M 78k 52.17
2022-12-31 $3.6M 70k 52.06
2022-09-30 $3.2M 66k 47.54
2022-06-30 $3.3M 65k 50.31
2022-03-31 $2.7M 46k 58.77
2021-12-31 $1.8M 30k 59.43
2021-09-30 $124k 2.2k 56.78
2021-06-30 $128k 2.2k 58.66
2021-03-31 $83k 494 168.02
2020-12-31 $70k 494 141.70
2020-09-30 $52k 494 105.26
2020-06-30 $51k 494 103.24
2020-03-31 $48k 562 85.41
2019-12-31 $81k 562 144.13
2019-09-30 $85k 633 134.28
2019-06-30 $87k 633 137.44
2019-03-31 $87k 633 137.44
2018-12-31 $78k 633 123.22
2018-09-30 $110k 714 154.06
2018-06-30 $109k 714 152.66
2018-03-31 $102k 714 142.86
2017-12-31 $109k 714 152.66
2017-09-30 $124k 849 146.05
2017-06-30 $108k 766 140.99
2017-03-31 $84k 584 143.84
2016-12-31 $43k 300 143.33
2015-06-30 $11k 87 126.44
2015-03-31 $11k 87 126.44
2014-12-31 $16k 122 131.15

More positions owned by Northwestern Mutual Wealth Management Company

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Msci Eurzone Etf (EZU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for Northwestern Mutual Wealth Management Company

Top funds holding iShares Morningstar Small Value

Vaughan And Company Securities
Bank of America Corporation
Matrix Trust
Steele Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
H D Vest Advisory Services
Captrust Financial Advisors
Chicago Partners Investment
EisnerAmper Wealth Management Corporate Benefits
Viewpoint Capital Management
Goldman Sachs Group
Commonwealth Equity Services

View all funds holding iShares Morningstar Small Value