NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO IYK — ISHARES TR CONS GOODS IDX

Ownership history in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO  ·  48 quarters on record

AI Ownership Summary

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported ISHARES TR CONS GOODS IDX (IYK) in 48 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.64% in 2025 Q4. The latest visible filing shows IYK at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IYK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's position in ISHARES TR CONS GOODS IDX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IYK was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.64% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IYK stock page NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO fund profile NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO full holdings
How NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO held IYK — position size vs. price
% of Fund (quarterly)    IYK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 466,767 -55,916,356 -99.2% 0.02% $32.7M 2026-05-07 $70.68
2025 Q4 ADDED — — — 56,383,123 +55,847,256 +10421.9% 1.64% $2.60B 2026-02-05 $73.72
2025 Q3 REDUCED — — — 535,867 -634 -0.1% 0.02% $36.6M 2025-11-14 $66.57
2025 Q2 ADDED — — — 536,501 +13,604 +2.6% 0.03% $37.8M 2025-08-13 $68.51
2025 Q1 ADDED — — — 522,897 +10,566 +2.1% 0.03% $37.4M 2025-05-14 $66.14
2024 Q4 REDUCED — — — 512,331 -3,099 -0.6% 0.03% $33.6M 2025-02-11 $65.00
2024 Q3 REDUCED — — — 515,430 -24,007 -4.5% 0.03% $36.4M 2024-11-12 $65.42
2024 Q2 REDUCED — — — 539,437 -12,609 -2.3% 0.03% $35.5M 2024-08-16 $65.66
2024 Q1 ADDED — — — 552,046 +372,118 +206.8% 0.04% $37.3M 2024-05-15 $63.92
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IYK

As of 2026 Q1 — sorted by position size

WealthSpring Partners, LLC 6.34% Key Client Fiduciary Advisors, LLC 3Y 3.01% LITTLEJOHN FINANCIAL SERVICES, INC. 2.07% Aspen Wealth Strategies, LLC 3Y 1.85% SFI Advisors, LLC 3Y 1.79% Centerline Wealth Advisors, LLC 1.61% Dynasty Wealth Management, LLC 3Y 7Y 1.3% First Citizens Financial Corp 3Y 1.27% Envision Financial Transparency, LLC 1.27% SAGESPRING WEALTH PARTNERS, LLC 1.15%

FAQ About NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO and IYK

These are the practical questions this page is built to answer before you even open the full history table.

How long has NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported owning IYK?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported IYK across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IYK position in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's portfolio?

The largest reported portfolio weight for IYK was 1.64% in 2025 Q4.

What is the latest reported IYK position on this page?

The most recent filing on this page is 2026 Q1, when NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported 466,767 shares, equal to 0.02% of portfolio, with an estimated market value of $32.7M.

What does the chart on this IYK ownership page compare?

The chart compares NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's quarterly IYK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO time their IYK position?

Based on 13F filing dates vs. subsequent IYK price moves, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO correctly timed 21 out of 38 reported position changes (55%). The annualised alpha on IYK relative to SPY over the holding period was -3.5%.

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