NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO IVV holdings history
ISHARES CORE S&P 500 ETF · CUSIP 464287200 · CIK 1141802
As of 2026-06-30, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported 35.02M IVV (shares), valued at $26.23B, or 14.01% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 1.22%; reported value increased 16.04%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 14.01% | 35,018,846 | SEC filing ↗Filed Aug 12, 2026Combination report |
| Q1 2026 | 13.91% | 34,597,700 | SEC filing ↗Filed May 7, 2026Combination report |
| Q4 2025 | 14.66% | 33,837,717 | SEC filing ↗Filed Feb 10, 2026AmendedCombination report |
| Q3 2025 | 14.91% | 33,427,901 | SEC filing ↗Filed Nov 14, 2025Combination report |
| Q2 2025 | 14.70% | 32,488,472 | SEC filing ↗Filed Aug 13, 2025Combination report |
| Q1 2025 | 14.38% | 31,297,509 | SEC filing ↗Filed May 14, 2025Combination report |
| Q4 2024 | 15.16% | 30,528,891 | SEC filing ↗Filed Feb 11, 2025Combination report |
| Q3 2024 | 15.01% | 29,291,410 | SEC filing ↗Filed Nov 12, 2024Combination report |
| Q2 2024 | 15.31% | 28,358,435 | SEC filing ↗Filed Aug 16, 2024Combination report |
| Q1 2024 | 17.45% | 32,301,628 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 16.86% | 31,312,746 | SEC filing ↗Filed Feb 13, 2024Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 16.86% | 31,312,746 | $14.96B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 17.45% | 32,301,628 | $16.98B | Shares increased 3.16%; reported value increased 13.55%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 15.31% | 28,358,435 | $15.52B | Shares decreased 12.21%; reported value decreased 8.61%, and weight changed -2.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 16, 2024 |
| Q3 2024 | 15.01% | 29,291,410 | $16.90B | Shares increased 3.29%; reported value increased 8.85%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 15.16% | 30,528,891 | $17.97B | Shares increased 4.22%; reported value increased 6.37%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 14.38% | 31,297,509 | $17.59B | Shares increased 2.52%; reported value decreased 2.15%, and weight changed -0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 14.70% | 32,488,472 | $20.17B | Shares increased 3.81%; reported value increased 14.70%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 14.91% | 33,427,901 | $22.37B | Shares increased 2.89%; reported value increased 10.91%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 14.66% | 33,837,717 | $23.18B | Shares increased 1.23%; reported value increased 3.59%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 13.91% | 34,597,700 | $22.60B | Shares increased 2.25%; reported value decreased 2.49%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 14.01% | 35,018,846 | $26.23B | Shares increased 1.22%; reported value increased 16.04%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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