NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO IJT ISHARES TR S&P SMLCP GROW

Ownership history in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO  ·  75 quarters on record

AI Ownership Summary

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported ISHARES TR S&P SMLCP GROW (IJT) in 75 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.4% in 2025 Q4. The latest visible filing shows IJT at 0.08% 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 IJT 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 S&P SMLCP GROW, 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

IJT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% 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.

How NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO held IJT — position size vs. price
% of Fund (quarterly)    IJT 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 97.4% +22.3% 880,071 -32,650,957 -97.4% 0.08% $127.4M 2026-05-07 $162.51
2025 Q4 ADDED 33,531,028 +32,712,932 +3998.7% 1.40% $2.21B 2026-02-05 $147.99
2025 Q3 ADDED 818,096 +7,540 +0.9% 0.08% $115.8M 2025-11-14 $136.68
2025 Q2 ADDED 810,556 +9,000 +1.1% 0.08% $107.8M 2025-08-13 $139.37
2025 Q1 ADDED 801,556 +95,583 +13.5% 0.08% $99.8M 2025-05-14 $128.12
2024 Q4 ADDED 705,973 +108,634 +18.2% 0.08% $95.6M 2025-02-11 $137.49
2024 Q3 ADDED 597,339 +133,600 +28.8% 0.07% $83.3M 2024-11-12 $144.98
2024 Q2 ADDED 463,739 +22,291 +5.0% 0.06% $59.6M 2024-08-16 $132.12
2024 Q1 REDUCED 441,448 -1,261 -0.3% 0.06% $57.7M 2024-05-15 $129.41
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO and IJT

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 IJT?

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

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

The largest reported portfolio weight for IJT was 1.40% in 2025 Q4.

What is the latest reported IJT position on this page?

The most recent filing on this page is 2026 Q1, when NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported 880,071 shares, equal to 0.08% of portfolio, with an estimated market value of $127.4M.

What does the chart on this IJT ownership page compare?

The chart compares NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's quarterly IJT 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 IJT position?

Based on 13F filing dates vs. subsequent IJT price moves, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO correctly timed 41 out of 73 reported position changes (56%). The annualised alpha on IJT relative to SPY over the holding period was -1.1%.

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