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
2020
Q4 		– Sell
-4,161
Closed -$229K – 1702
2020
Q3 		$229K Buy
+4,161
New +$493K ﹤0.01% 1522

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Neuberger Berman Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 46% in Q2 2026, selling an estimated $12.2M and leaving 60,827 shares worth $14.7M. The position accounts for 0.01% of the portfolio, ranked #790.

Neuberger Berman Group first reported a position in IWD in Q2 2014 and has held it in 45 quarters since. The position peaked at $48M in Q4 2023. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Neuberger Berman Group held 60,827 shares of iShares Russell 1000 Value ETF worth $14.7M as of Q2 2026.
  • Neuberger Berman Group sold 52,339 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $12.2M.
  • iShares Russell 1000 Value ETF made up 0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #790 holding.
  • Neuberger Berman Group first reported a position in iShares Russell 1000 Value ETF in Q2 2014 and has held it in 45 quarters since.
  • Neuberger Berman Group's iShares Russell 1000 Value ETF position peaked at $48M in Q4 2023.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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