Neuberger Berman Group
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Neuberger Berman Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Neuberger Berman Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.2M Sell
113,166
-713
-0.6% -$156K 0.02% 623
2025
Q4 		$24M Buy
113,879
+64,083
+129% +$13.2M 0.02% 623
2025
Q3 		$10.1M Sell
49,796
-71,254
-59% -$14.2M 0.01% 799
2025
Q2 		$23.5M Buy
121,050
+23,529
+24% +$4.36M 0.02% 613
2025
Q1 		$18.3M Sell
97,521
-15,632
-14% -$2.98M 0.02% 648
2024
Q4 		$20.8M Buy
113,153
+48,485
+75% +$9.3M 0.02% 645
2024
Q3 		$12.3M Buy
64,668
+10,212
+19% +$1.86M 0.01% 754
2024
Q2 		$9.5M Sell
54,456
-221
-0.4% -$38.6K 0.01% 780
2024
Q1 		$9.79M Sell
54,677
-91,429
-63% -$15.5M 0.01% 790
2023
Q4 		$24M Buy
146,106
+91,677
+168% +$14.2M 0.02% 576
2023
Q3 		$8.25M Buy
54,429
+10,384
+24% +$1.65M 0.01% 776
2023
Q2 		$6.95M Sell
44,045
-1,267
-3% -$194K 0.01% 822
2023
Q1 		$6.9M Sell
45,312
-76,334
-63% -$11.8M 0.01% 816
2022
Q4 		$18.4M Buy
121,646
+3,347
+3% +$501K 0.02% 631
2022
Q3 		$16.1M Buy
118,299
+49,796
+73% +$7.48M 0.02% 642
2022
Q2 		$9.93M Buy
68,503
+29,368
+75% +$4.59M 0.01% 747
2022
Q1 		$6.5M Sell
39,135
-49,463
-56% -$8.12M 0.01% 901
2021
Q4 		$14.9M Buy
88,598
+66,100
+294% +$10.8M 0.01% 753
2021
Q3 		$3.52M Buy
22,498
+786
+4% +$126K ﹤0.01% 1041
2021
Q2 		$3.44M Sell
21,712
-120,537
-85% -$19.1M ﹤0.01% 1052
2021
Q1 		$18.8M Buy
142,249
+124,949
+722% +$18.1M 0.02% 700
2020
Q4 		$2.37M Buy
17,300
+599
+4% +$76.8K ﹤0.01% 1079
2020
Q3 		$1.97M Sell
16,701
-781
-4% -$92.6K ﹤0.01% 1062
2020
Q2 		$1.97M Sell
17,482
-6,582
-27% -$724K ﹤0.01% 1000
2020
Q1 		$2.39M Sell
24,064
-7,412
-24% -$924K ﹤0.01% 908
2019
Q4 		$4.29M Buy
31,476
+14,678
+87% +$1.93M 0.01% 882
2019
Q3 		$2.15M Buy
16,798
+7,014
+72% +$891K ﹤0.01% 996
2019
Q2 		$1.24M Sell
9,784
-365
-4% -$45.7K ﹤0.01% 1119
2019
Q1 		$1.25M Sell
10,149
-45,040
-82% -$5.41M ﹤0.01% 1066
2018
Q4 		$6.13M Buy
55,189
+43,875
+388% +$5.26M 0.01% 816
2018
Q3 		$1.43M Sell
11,314
-958
-8% -$120K ﹤0.01% 1111
2018
Q2 		$1.49M Buy
12,272
+1,012
+9% +$123K ﹤0.01% 1121
2018
Q1 		$1.35M Sell
11,260
-36,976
-77% -$4.61M ﹤0.01% 1099
2017
Q4 		$6M Buy
48,236
+36,755
+320% +$4.45M 0.01% 855
2017
Q3 		$1.36M Buy
11,481
+1,056
+10% +$123K ﹤0.01% 1074
2017
Q2 		$1.21M Sell
10,425
-1,361
-12% -$157K ﹤0.01% 1113
2017
Q1 		$1.35M Sell
11,786
-4,846
-29% -$556K ﹤0.01% 1080
2016
Q4 		$1.86M Buy
16,632
+14,239
+595% +$1.54M ﹤0.01% 1014
2016
Q3 		$253K Buy
+2,393
New +$252K ﹤0.01% 1441
2016
Q2 		– Sell
-2,233
Closed -$221K – 1561
2016
Q1 		$221K Sell
2,233
-6,700
-75% -$628K ﹤0.01% 1414
2015
Q4 		$874K Buy
8,933
+5,807
+186% +$576K ﹤0.01% 1152
2015
Q3 		$292K Buy
+3,126
New +$310K ﹤0.01% 1385
2015
Q1 		– Sell
-2,448
Closed -$255K – 1625
2014
Q4 		$255K Buy
+2,448
New +$250K ﹤0.01% 1494
2014
Q3 		– Sell
-2,980
Closed -$302K – 1675
2014
Q2 		$302K Buy
+2,980
New +$292K ﹤0.01% 1499

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Neuberger Berman Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.63% in Q1 2026, selling an estimated $156K and leaving 113,166 shares worth $24.2M. The position accounts for 0.02% of the portfolio, ranked #623.

Neuberger Berman Group first reported a position in IWD in Q2 2014 and has held it in 44 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Neuberger Berman Group held 113,166 shares of iShares Russell 1000 Value ETF worth $24.2M as of Q1 2026.
  • Neuberger Berman Group sold 713 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $156K.
  • iShares Russell 1000 Value ETF made up 0.02% of Neuberger Berman Group's portfolio in Q1 2026, its #623 holding.
  • Neuberger Berman Group first reported a position in iShares Russell 1000 Value ETF in Q2 2014 and has held it in 44 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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