Neuberger Berman Group’s iShares Core S&P US Value ETF IUSV Stock Holding History

Neuberger Berman Group’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Hold	3,124	–	–	﹤0.01%	1810
2025 Q4	$320K	Hold	3,124	–	–	﹤0.01%	1778
2025 Q3	$312K	Hold	3,124	–	–	﹤0.01%	1745
2025 Q2	$296K	Hold	3,124	–	–	﹤0.01%	1736
2025 Q1	$288K	Buy	+3,124	New	+$293K	﹤0.01%	1712
2021 Q2	–	Sell	-222,832	Closed	-$15.4M	–	1794
2021 Q1	$15.4M	Buy	+222,832	New	+$14.6M	0.01%	745

Other funds holding IUSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Neuberger Berman Group held its iShares Core S&P US Value ETF (IUSV) position steady in Q1 2026 at 3,124 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Neuberger Berman Group first reported a position in IUSV in Q1 2021 and has held it in 6 quarters since. The position peaked at $15.4M in Q1 2021. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

Neuberger Berman Group held 3,124 shares of iShares Core S&P US Value ETF worth $319K as of Q1 2026.
Neuberger Berman Group left its iShares Core S&P US Value ETF share count unchanged in Q1 2026.
iShares Core S&P US Value ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1810 holding.
Neuberger Berman Group first reported a position in iShares Core S&P US Value ETF in Q1 2021 and has held it in 6 quarters since.
Neuberger Berman Group's iShares Core S&P US Value ETF position peaked at $15.4M in Q1 2021.
786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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