Neuberger Berman Group
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Neuberger Berman Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Neuberger Berman Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.35M Sell
17,683
-54,882
-76% -$10.6M ﹤0.01% 1052
2025
Q4 		$13.1M Buy
72,565
+63,403
+692% +$11.4M 0.01% 750
2025
Q3 		$1.62M Buy
9,162
+1,417
+18% +$239K ﹤0.01% 1210
2025
Q2 		$1.22M Sell
7,745
-183
-2% -$27.3K ﹤0.01% 1286
2025
Q1 		$1.2M Sell
7,928
-69,699
-90% -$11.3M ﹤0.01% 1259
2024
Q4 		$12.7M Buy
77,627
+69,784
+890% +$11.9M 0.01% 753
2024
Q3 		$1.31M Sell
7,843
-995
-11% -$162K ﹤0.01% 1224
2024
Q2 		$1.35M Buy
8,838
+1,858
+27% +$284K ﹤0.01% 1193
2024
Q1 		$1.11M Sell
6,980
-114,202
-94% -$17.3M ﹤0.01% 1258
2023
Q4 		$18.8M Buy
121,182
+111,800
+1,192% +$15.5M 0.02% 629
2023
Q3 		$1.27M Sell
9,382
-1,453
-13% -$208K ﹤0.01% 1189
2023
Q2 		$1.53M Sell
10,835
-3,858
-26% -$522K ﹤0.01% 1139
2023
Q1 		$2.01M Sell
14,693
-111,561
-88% -$16.2M ﹤0.01% 1083
2022
Q4 		$17.5M Buy
126,254
+113,918
+923% +$16.1M 0.02% 646
2022
Q3 		$1.59M Sell
12,336
-93,493
-88% -$13.5M ﹤0.01% 1139
2022
Q2 		$14.4M Sell
105,829
-401,371
-79% -$59.7M 0.01% 684
2022
Q1 		$81.9M Sell
507,200
-19,877
-4% -$3.17M 0.07% 352
2021
Q4 		$87.5M Sell
527,077
-413,292
-44% -$68.9M 0.07% 359
2021
Q3 		$151M Sell
940,369
-49,054
-5% -$7.88M 0.13% 227
2021
Q2 		$164M Sell
989,423
-5,340
-0.5% -$881K 0.14% 223
2021
Q1 		$159M Sell
994,763
-174,865
-15% -$26.4M 0.15% 207
2020
Q4 		$154M Buy
+1,169,628
New +$138M 0.16% 189
2020
Q3 		– Sell
-64,589
Closed -$6.29M – 1647
2020
Q2 		$6.29M Sell
64,589
-20,462
-24% -$1.86M 0.01% 792
2020
Q1 		$6.98M Sell
85,051
-383,311
-82% -$43M 0.01% 735
2019
Q4 		$60.2M Buy
468,362
+54,103
+13% +$6.69M 0.07% 354
2019
Q3 		$49.5M Buy
414,259
+393,529
+1,898% +$46.5M 0.06% 380
2019
Q2 		$2.5M Buy
20,730
+520
+3% +$62.8K ﹤0.01% 979
2019
Q1 		$2.42M Sell
20,210
-116,517
-85% -$13.9M ﹤0.01% 945
2018
Q4 		$14.7M Buy
136,727
+125,967
+1,171% +$15.2M 0.02% 646
2018
Q3 		$1.43M Buy
10,760
+3,354
+45% +$452K ﹤0.01% 1113
2018
Q2 		$977K Hold
7,406
– – ﹤0.01% 1238
2018
Q1 		$903K Sell
7,406
-52,057
-88% -$6.52M ﹤0.01% 1208
2017
Q4 		$7.48M Buy
59,463
+55,714
+1,486% +$6.96M 0.01% 819
2017
Q3 		$465K Sell
3,749
-924
-20% -$109K ﹤0.01% 1321
2017
Q2 		$555K Buy
4,673
+477
+11% +$56.1K ﹤0.01% 1290
2017
Q1 		$496K Sell
4,196
-47,318
-92% -$5.61M ﹤0.01% 1312
2016
Q4 		$6.13M Buy
51,514
+40,152
+353% +$4.44M 0.01% 835
2016
Q3 		$1.19M Buy
11,362
+6,588
+138% +$675K ﹤0.01% 1065
2016
Q2 		$464K Hold
4,774
– – ﹤0.01% 1259
2016
Q1 		$445K Sell
4,774
-67,559
-93% -$5.86M ﹤0.01% 1286
2015
Q4 		$6.65M Buy
72,333
+61,951
+597% +$5.88M 0.01% 836
2015
Q3 		$935K Buy
10,382
+4,520
+77% +$434K ﹤0.01% 1178
2015
Q2 		$598K Sell
5,862
-625
-10% -$64.3K ﹤0.01% 1299
2015
Q1 		$670K Sell
6,487
-21,957
-77% -$2.22M ﹤0.01% 1288
2014
Q4 		$2.89M Buy
+28,444
New +$2.79M ﹤0.01% 1029
2014
Q1 		– Sell
-5,102
Closed -$508K – 1642
2013
Q4 		$508K Buy
+5,102
New +$487K ﹤0.01% 1333

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Neuberger Berman Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 76% in Q1 2026, selling an estimated $10.6M and leaving 17,683 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Neuberger Berman Group first reported a position in IWN in Q4 2013 and has held it in 46 quarters since. The position peaked at $164M in Q2 2021. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Neuberger Berman Group held 17,683 shares of iShares Russell 2000 Value ETF worth $3.35M as of Q1 2026.
  • Neuberger Berman Group sold 54,882 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $10.6M.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1052 holding.
  • Neuberger Berman Group first reported a position in iShares Russell 2000 Value ETF in Q4 2013 and has held it in 46 quarters since.
  • Neuberger Berman Group's iShares Russell 2000 Value ETF position peaked at $164M in Q2 2021.
  • 1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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