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iShares S&P 500 Value Index shares owned by Northwestern Mutual Wealth Management Company

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Northwestern Mutual Wealth Management Company from 13F filings

Historical chart of Northwestern Mutual Wealth Management Company investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index 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 S&P 500 Value Index by Northwestern Mutual Wealth Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $60M 292k 206.51
2025-06-30 $53M 269k 195.42
2025-03-31 $52M 271k 190.58
2024-12-31 $53M 275k 190.88
2024-09-30 $58M 292k 197.17
2024-06-30 $52M 283k 182.01
2024-03-31 $54M 290k 186.81
2023-09-30 $42M 275k 153.84
2023-06-30 $45M 278k 161.19
2023-03-31 $42M 279k 151.76
2022-12-31 $45M 307k 145.07
2022-09-30 $32M 248k 128.52
2022-06-30 $57M 412k 137.46
2022-03-31 $64M 408k 155.72
2021-12-31 $61M 392k 156.63
2021-09-30 $55M 379k 145.42
2021-06-30 $54M 366k 147.64
2021-03-31 $50M 351k 141.24
2020-12-31 $45M 349k 128.02
2020-09-30 $38M 334k 112.45
2020-06-30 $36M 328k 108.21
2020-03-31 $33M 347k 96.25
2019-12-31 $46M 353k 130.09
2019-09-30 $41M 345k 119.14
2019-06-30 $39M 335k 116.58
2019-03-31 $38M 336k 112.74
2018-12-31 $32M 317k 101.14
2018-09-30 $29M 254k 115.84
2018-06-30 $27M 244k 110.13
2018-03-31 $28M 255k 109.34
2017-12-31 $24M 208k 114.24
2017-09-30 $22M 201k 107.91
2017-06-30 $21M 202k 104.96
2017-03-31 $19M 179k 104.04
2016-12-31 $17M 166k 101.38
2016-09-30 $14M 149k 94.96
2016-06-30 $13M 144k 92.89
2016-03-31 $12M 137k 89.93
2015-12-31 $11M 126k 88.54
2015-09-30 $8.3M 99k 84.03
2015-06-30 $7.3M 80k 92.21
2015-03-31 $7.1M 77k 92.56
2014-12-31 $6.3M 67k 93.77
2014-09-30 $5.5M 61k 90.07
2014-06-30 $4.4M 49k 90.27
2014-03-31 $4.2M 48k 86.89
2013-12-31 $3.4M 40k 85.45
2013-09-30 $2.3M 29k 78.32
2013-06-30 $1.5M 20k 75.77
2012-03-31 $888k 14k 64.95
2011-12-31 $839k 15k 57.82

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)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Northwestern Mutual Wealth Management Company

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