Neuberger Berman Group
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Neuberger Berman Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Neuberger Berman Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
4,597
+70
+2% +$15.6K ﹤0.01% 1513
2026
Q1 		$956K Sell
4,527
-251
-5% -$54.3K ﹤0.01% 1429
2025
Q4 		$1.01M Buy
4,778
+1,924
+67% +$403K ﹤0.01% 1388
2025
Q3 		$589K Buy
2,854
+321
+13% +$64.5K ﹤0.01% 1547
2025
Q2 		$495K Buy
2,533
+106
+4% +$19.7K ﹤0.01% 1574
2025
Q1 		$463K Buy
2,427
+58
+2% +$11.2K ﹤0.01% 1544
2024
Q4 		$452K Buy
2,369
+244
+11% +$48.4K ﹤0.01% 1548
2024
Q3 		$419K Sell
2,125
-16
-0.7% -$3.04K ﹤0.01% 1572
2024
Q2 		$390K Buy
2,141
+201
+10% +$36.6K ﹤0.01% 1570
2024
Q1 		$362K Sell
1,940
-1,940
-50% -$345K ﹤0.01% 1586
2023
Q4 		$675K Buy
3,880
+1,852
+91% +$298K ﹤0.01% 1613
2023
Q3 		$312K Buy
2,028
+88
+5% +$14.2K ﹤0.01% 1586
2023
Q2 		$313K Buy
1,940
+198
+11% +$30.5K ﹤0.01% 1578
2023
Q1 		$264K Hold
1,742
– – ﹤0.01% 1640
2022
Q4 		$253K Sell
1,742
-1,393
-44% -$199K ﹤0.01% 1648
2022
Q3 		$403K Buy
3,135
+337
+12% +$47.8K ﹤0.01% 1526
2022
Q2 		$385K Buy
+2,798
New +$413K ﹤0.01% 1556
2021
Q2 		– Sell
-17,977
Closed -$109K – 1795
2021
Q1 		$109K Buy
17,977
+13,969
+349% +$1.88M ﹤0.01% 1739
2020
Q4 		$513K Buy
+4,008
New +$485K ﹤0.01% 1387

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group's IVE Position: Q2 2026 in Review

Neuberger Berman Group increased its iShares S&P 500 Value ETF (IVE) stake by 1.5% in Q2 2026, buying an estimated $15.6K and bringing the position to 4,597 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Neuberger Berman Group first reported a position in IVE in Q4 2020 and has held it in 19 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Neuberger Berman Group held 4,597 shares of iShares S&P 500 Value ETF worth $1.04M as of Q2 2026.
  • Neuberger Berman Group bought 70 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $15.6K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1513 holding.
  • Neuberger Berman Group first reported a position in iShares S&P 500 Value ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.