Number of Shares
39.05 Mil
Current Holdings Value*
$4.08 Bil
% of Portfolio
3.34%
Total Estimate Gain
$758.76 Mil
% of Total Estimate Gain
21.40%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's iShares Core S&P Small-Cap ETF Holding Summary

As of 2025-03-31, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO held 39.05 Mil shares of iShares Core S&P Small-Cap ETF(IJR), totaling $4.08 Bil. This investment constitutes 3.34% of their stock portfolio, and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO now holds 5.32% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.

The initial trade took place in 2014Q1. And since then NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO has made 33 purchases of IJR, at an average price of $90.08, for a total of 39.36 Mil shares. In addition, there have been 2 sales at an average price of $92.69 for 305,728.00 shares. Based on historical transaction data and IJR's current price of $109.49, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's estimated gain on his IJR holdings is $758.76 Mil, reflecting a 21.40% gain to date.

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO IJR ($109.49) Holding Chart

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO IJR ($109.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1