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 $1.37T 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.