Neuberger Berman Group
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Neuberger Berman Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Neuberger Berman Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.46M Sell
19,781
-12,554
-39% -$1.59M ﹤0.01% 1124
2025
Q4 		$3.89M Buy
32,335
+5,804
+22% +$694K ﹤0.01% 1020
2025
Q3 		$3.15M Buy
26,531
+4,559
+21% +$524K ﹤0.01% 1054
2025
Q2 		$2.4M Sell
21,972
-50,086
-70% -$5.18M ﹤0.01% 1119
2025
Q1 		$7.54M Sell
72,058
-19,186
-21% -$2.16M 0.01% 840
2024
Q4 		$10.5M Buy
91,244
+7,277
+9% +$869K 0.01% 797
2024
Q3 		$9.82M Buy
83,967
+3,774
+5% +$426K 0.01% 802
2024
Q2 		$8.55M Buy
80,193
+1,333
+2% +$143K 0.01% 798
2024
Q1 		$8.72M Buy
78,860
+16,928
+27% +$1.8M 0.01% 815
2023
Q4 		$6.7M Buy
61,932
+38,867
+169% +$3.75M 0.01% 841
2023
Q3 		$2.18M Buy
23,065
+3,321
+17% +$332K ﹤0.01% 1068
2023
Q2 		$1.97M Sell
19,744
-677
-3% -$64.5K ﹤0.01% 1087
2023
Q1 		$1.97M Sell
20,421
-12,010
-37% -$1.2M ﹤0.01% 1089
2022
Q4 		$3.07M Sell
32,431
-590
-2% -$56.6K ﹤0.01% 978
2022
Q3 		$2.88M Buy
33,021
+10,007
+43% +$972K ﹤0.01% 1006
2022
Q2 		$2.13M Buy
23,014
+15,194
+194% +$1.51M ﹤0.01% 1091
2022
Q1 		$844K Sell
7,820
-72,114
-90% -$7.78M ﹤0.01% 1387
2021
Q4 		$9.15M Buy
79,934
+75,519
+1,711% +$8.61M 0.01% 842
2021
Q3 		$483K Sell
4,415
-930
-17% -$102K ﹤0.01% 1476
2021
Q2 		$604K Buy
5,345
+771
+17% +$86K ﹤0.01% 1440
2021
Q1 		$496K Sell
4,574
-1,535
-25% -$161K ﹤0.01% 1486
2020
Q4 		$561K Buy
+6,109
New +$502K ﹤0.01% 1379
2020
Q3 		– Sell
-4,208
Closed -$287K – 1643
2020
Q2 		$287K Buy
+4,208
New +$266K ﹤0.01% 1390
2020
Q1 		– Sell
-12,747
Closed -$1.07M – 1572
2019
Q4 		$1.07M Sell
12,747
-223
-2% -$17.9K ﹤0.01% 1146
2019
Q3 		$1.01M Buy
12,970
+2,085
+19% +$161K ﹤0.01% 1150
2019
Q2 		$852K Buy
10,885
+1,347
+14% +$105K ﹤0.01% 1189
2019
Q1 		$736K Buy
9,538
+629
+7% +$48.3K ﹤0.01% 1178
2018
Q4 		$618K Sell
8,909
-587
-6% -$45.4K ﹤0.01% 1205
2018
Q3 		$828K Buy
9,496
+371
+4% +$32.5K ﹤0.01% 1235
2018
Q2 		$762K Buy
9,125
+1,248
+16% +$102K ﹤0.01% 1311
2018
Q1 		$607K Sell
7,877
-4,158
-35% -$324K ﹤0.01% 1316
2017
Q4 		$924K Sell
12,035
-752
-6% -$56.7K ﹤0.01% 1234
2017
Q3 		$949K Buy
12,787
+1,195
+10% +$83.7K ﹤0.01% 1162
2017
Q2 		$813K Sell
11,592
-468
-4% -$32.4K ﹤0.01% 1202
2017
Q1 		$834K Buy
12,060
+8,258
+217% +$569K ﹤0.01% 1187
2016
Q4 		$261K Buy
+3,802
New +$245K ﹤0.01% 1454
2013
Q4 		– Sell
-4,370
Closed -$218K – 1637
2013
Q3 		$218K Sell
4,370
-148
-3% -$7.15K ﹤0.01% 1497
2013
Q2 		$204K Buy
+4,518
New +$200K ﹤0.01% 1490

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group's IJR Position: Q1 2026 in Review

Neuberger Berman Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 39% in Q1 2026, selling an estimated $1.59M and leaving 19,781 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Neuberger Berman Group first reported a position in IJR in Q2 2013 and has held it in 38 quarters since. The position peaked at $10.5M in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Neuberger Berman Group held 19,781 shares of iShares Core S&P Small-Cap ETF worth $2.46M as of Q1 2026.
  • Neuberger Berman Group sold 12,554 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.59M.
  • iShares Core S&P Small-Cap ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1124 holding.
  • Neuberger Berman Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 38 quarters since.
  • Neuberger Berman Group's iShares Core S&P Small-Cap ETF position peaked at $10.5M in Q4 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.