NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO IJH holdings history
ISHARES CORE S&P MIDCAP ETF · CUSIP 464287507 · CIK 1141802
As of 2026-06-30, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported 132.84M IJH (shares), valued at $10.24B, or 5.47% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 3.12%; reported value increased 17.75%, and weight changed +0.11 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 | 5.47% | 132,841,270 | SEC filing ↗Filed Aug 12, 2026Combination report |
| Q1 2026 | 5.36% | 128,823,592 | SEC filing ↗Filed May 7, 2026Combination report |
| Q4 2025 | 5.21% | 124,791,222 | SEC filing ↗Filed Feb 10, 2026AmendedCombination report |
| Q3 2025 | 5.34% | 122,648,738 | SEC filing ↗Filed Nov 14, 2025Combination report |
| Q2 2025 | 5.42% | 119,891,228 | SEC filing ↗Filed Aug 13, 2025Combination report |
| Q1 2025 | 5.44% | 114,080,884 | SEC filing ↗Filed May 14, 2025Combination report |
| Q4 2024 | 5.82% | 110,677,195 | SEC filing ↗Filed Feb 11, 2025Combination report |
| Q3 2024 | 5.93% | 107,029,051 | SEC filing ↗Filed Nov 12, 2024Combination report |
| Q2 2024 | 5.80% | 100,490,787 | SEC filing ↗Filed Aug 16, 2024Combination report |
| Q1 2024 | 6.07% | 97,294,195 | SEC filing ↗Filed May 15, 2024Combination report |
| Q4 2023 | 5.85% | 18,702,854 | SEC filing ↗Filed Feb 13, 2024Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.85% | 18,702,854 | $5.19B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 6.07% | 97,294,195 | $5.91B | Shares increased 420.21%; reported value increased 13.95%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 5.80% | 100,490,787 | $5.88B | Shares increased 3.29%; reported value decreased 0.49%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 16, 2024 |
| Q3 2024 | 5.93% | 107,029,051 | $6.67B | Shares increased 6.51%; reported value increased 13.42%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 5.82% | 110,677,195 | $6.90B | Shares increased 3.41%; reported value increased 3.39%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 5.44% | 114,080,884 | $6.66B | Shares increased 3.08%; reported value decreased 3.48%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 5.42% | 119,891,228 | $7.44B | Shares increased 5.09%; reported value increased 11.70%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 5.34% | 122,648,738 | $8.00B | Shares increased 2.30%; reported value increased 7.64%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 5.21% | 124,791,222 | $8.24B | Shares increased 1.75%; reported value increased 2.90%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 5.36% | 128,823,592 | $8.70B | Shares increased 3.23%; reported value increased 5.62%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 5.47% | 132,841,270 | $10.24B | Shares increased 3.12%; reported value increased 17.75%, and weight changed +0.11 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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