Neuberger Berman Group
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Neuberger Berman Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Neuberger Berman Group’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.47M Sell
11,474
-5,812
-34% -$786K ﹤0.01% 1284
2025
Q4 		$2.37M Buy
17,286
+10
+0.1% +$1.4K ﹤0.01% 1127
2025
Q3 		$2.46M Buy
+17,276
New +$2.44M ﹤0.01% 1116
2024
Q4 		– Sell
-195,074
Closed -$22.9M – 1974
2024
Q3 		$22.9M Buy
+195,074
New +$21.8M 0.02% 630
2022
Q1 		– Sell
-1,752
Closed -$202K – 1947
2021
Q4 		$202K Buy
+1,752
New +$204K ﹤0.01% 1827
2018
Q4 		– Sell
-270,488
Closed -$18.3M – 1616
2018
Q3 		$18.3M Hold
270,488
– – 0.02% 669
2018
Q2 		$17.1M Sell
270,488
-160
-0.1% -$10.1K 0.02% 675
2018
Q1 		$16.6M Sell
270,648
-79,144
-23% -$4.94M 0.02% 666
2017
Q4 		$21.1M Buy
349,792
+315,980
+935% +$18.6M 0.02% 615
2017
Q3 		$1.91M Buy
+33,812
New +$1.86M ﹤0.01% 1004
2017
Q1 		– Sell
-340,854
Closed -$16.6M – 1615
2016
Q4 		$16.6M Sell
340,854
-219,954
-39% -$10.6M 0.02% 637
2016
Q3 		$27.3M Buy
+560,808
New +$27.2M 0.04% 512
2016
Q2 		– Sell
-262,684
Closed -$12.1M – 1562
2016
Q1 		$12.1M Buy
262,684
+12,196
+5% +$527K 0.02% 717
2015
Q4 		$11.5M Hold
250,488
– – 0.02% 737
2015
Q3 		$11.1M Hold
250,488
– – 0.01% 761
2015
Q2 		$12.1M Sell
250,488
-150,240
-37% -$7.42M 0.01% 791
2015
Q1 		$19.6M Buy
400,728
+89,348
+29% +$4.26M 0.02% 700
2014
Q4 		$14.5M Buy
+311,380
New +$14.1M 0.02% 753
2014
Q3 		– Sell
-5,434
Closed -$243K – 1676
2014
Q2 		$243K Buy
+5,434
New +$234K ﹤0.01% 1562

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Neuberger Berman Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 34% in Q1 2026, selling an estimated $786K and leaving 11,474 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Neuberger Berman Group first reported a position in IWP in Q2 2014 and has held it in 19 quarters since. The position peaked at $27.3M in Q3 2016. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Neuberger Berman Group held 11,474 shares of iShares Russell Mid-Cap Growth ETF worth $1.47M as of Q1 2026.
  • Neuberger Berman Group sold 5,812 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $786K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1284 holding.
  • Neuberger Berman Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2014 and has held it in 19 quarters since.
  • Neuberger Berman Group's iShares Russell Mid-Cap Growth ETF position peaked at $27.3M in Q3 2016.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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