Neuberger Berman Group
IWR icon

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

Neuberger Berman Group’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Buy
10,320
+47
+0.5% +$4.7K ﹤0.01% 1408
2025
Q4 		$989K Sell
10,273
-308
-3% -$29.6K ﹤0.01% 1396
2025
Q3 		$1.02M Hold
10,581
– – ﹤0.01% 1353
2025
Q2 		$973K Sell
10,581
-12,938
-55% -$1.12M ﹤0.01% 1362
2025
Q1 		$2M Sell
23,519
-1,257
-5% -$112K ﹤0.01% 1143
2024
Q4 		$2.19M Buy
24,776
+18,135
+273% +$1.65M ﹤0.01% 1113
2024
Q3 		$585K Sell
6,641
-221
-3% -$18.6K ﹤0.01% 1462
2024
Q2 		$556K Sell
6,862
-842
-11% -$68.5K ﹤0.01% 1467
2024
Q1 		$648K Sell
7,704
-1,177
-13% -$93.3K ﹤0.01% 1414
2023
Q4 		$690K Buy
8,881
+5,387
+154% +$383K ﹤0.01% 1390
2023
Q3 		$242K Sell
3,494
-188
-5% -$13.7K ﹤0.01% 1649
2023
Q2 		$269K Buy
3,682
+258
+8% +$17.9K ﹤0.01% 1626
2023
Q1 		$239K Sell
3,424
-136
-4% -$9.6K ﹤0.01% 1665
2022
Q4 		$240K Sell
3,560
-969
-21% -$65.3K ﹤0.01% 1661
2022
Q3 		$282K Sell
4,529
-489
-10% -$33.6K ﹤0.01% 1631
2022
Q2 		$325K Buy
5,018
+72
+1% +$5.13K ﹤0.01% 1618
2022
Q1 		$386K Sell
4,946
-60
-1% -$4.62K ﹤0.01% 1619
2021
Q4 		$416K Buy
+5,006
New +$411K ﹤0.01% 1606
2021
Q3 		– Sell
-2,678
Closed -$213K – 1787
2021
Q2 		$213K Sell
2,678
-585
-18% -$45.4K ﹤0.01% 1698
2021
Q1 		$242K Sell
3,263
-471
-13% -$34K ﹤0.01% 1663
2020
Q4 		$256K Buy
+3,734
New +$238K ﹤0.01% 1559
2019
Q4 		– Sell
-3,996
Closed -$223K – 1561
2019
Q3 		$223K Buy
+3,996
New +$223K ﹤0.01% 1455
2019
Q1 		– Sell
-55,333
Closed -$2.57M – 1566
2018
Q4 		$2.57M Sell
55,333
-12,867
-19% -$649K ﹤0.01% 935
2018
Q3 		$3.76M Hold
68,200
– – ﹤0.01% 941
2018
Q2 		$3.62M Hold
68,200
– – ﹤0.01% 958
2018
Q1 		$3.52M Hold
68,200
– – ﹤0.01% 939
2017
Q4 		$3.55M Buy
68,200
+61,336
+894% +$3.11M ﹤0.01% 923
2017
Q3 		$338K Sell
6,864
-1,468
-18% -$70.9K ﹤0.01% 1387
2017
Q2 		$400K Buy
8,332
+1,068
+15% +$50.6K ﹤0.01% 1353
2017
Q1 		$340K Sell
7,264
-360
-5% -$16.7K ﹤0.01% 1395
2016
Q4 		$341K Sell
7,624
-1,204
-14% -$52.7K ﹤0.01% 1383
2016
Q3 		$385K Hold
8,828
– – ﹤0.01% 1331
2016
Q2 		$371K Sell
8,828
-3,700
-30% -$153K ﹤0.01% 1320
2016
Q1 		$510K Hold
12,528
– – ﹤0.01% 1257
2015
Q4 		$502K Sell
12,528
-25,200
-67% -$1.03M ﹤0.01% 1277
2015
Q3 		$1.47M Buy
37,728
+28,476
+308% +$1.18M ﹤0.01% 1084
2015
Q2 		$394K Sell
9,252
-69,324
-88% -$3.01M ﹤0.01% 1377
2015
Q1 		$3.4M Hold
78,576
– – ﹤0.01% 990
2014
Q4 		$3.28M Sell
78,576
-708
-0.9% -$28.7K ﹤0.01% 1004
2014
Q3 		$3.14M Sell
79,284
-532
-0.7% -$21.4K ﹤0.01% 1036
2014
Q2 		$3.24M Sell
79,816
-5,048
-6% -$197K ﹤0.01% 1038
2014
Q1 		$3.28M Sell
84,864
-18,132
-18% -$687K ﹤0.01% 996
2013
Q4 		$3.86M Buy
102,996
+8,764
+9% +$317K ﹤0.01% 942
2013
Q3 		$3.28M Buy
+94,232
New +$3.22M ﹤0.01% 963

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Neuberger Berman Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.46% in Q1 2026, buying an estimated $4.7K and bringing the position to 10,320 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Neuberger Berman Group first reported a position in IWR in Q3 2013 and has held it in 44 quarters since. The position peaked at $3.86M in Q4 2013. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Neuberger Berman Group held 10,320 shares of iShares Russell Mid-Cap ETF worth $1M as of Q1 2026.
  • Neuberger Berman Group bought 47 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $4.7K.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1408 holding.
  • Neuberger Berman Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and has held it in 44 quarters since.
  • Neuberger Berman Group's iShares Russell Mid-Cap ETF position peaked at $3.86M in Q4 2013.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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