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

Neuberger Berman Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.39M Hold
9,508
– – ﹤0.01% 1301
2025
Q4 		$1.34M Hold
9,508
– – ﹤0.01% 1305
2025
Q3 		$1.33M Buy
9,508
+6,839
+256% +$935K ﹤0.01% 1277
2025
Q2 		$353K Sell
2,669
-191
-7% -$24K ﹤0.01% 1687
2025
Q1 		$360K Buy
2,860
+44
+2% +$5.73K ﹤0.01% 1640
2024
Q4 		$364K Hold
2,816
– – ﹤0.01% 1617
2024
Q3 		$372K Sell
2,816
-11
-0.4% -$1.39K ﹤0.01% 1602
2024
Q2 		$341K Sell
2,827
-1,906
-40% -$232K ﹤0.01% 1612
2024
Q1 		$593K Hold
4,733
– – ﹤0.01% 1450
2023
Q4 		$550K Buy
4,733
+83
+2% +$8.84K ﹤0.01% 1455
2023
Q3 		$485K Sell
4,650
-527
-10% -$58.1K ﹤0.01% 1463
2023
Q2 		$569K Sell
5,177
-42
-0.8% -$4.42K ﹤0.01% 1410
2023
Q1 		$554K Buy
5,219
+108
+2% +$11.8K ﹤0.01% 1425
2022
Q4 		$538K Sell
5,111
-245
-5% -$25.7K ﹤0.01% 1430
2022
Q3 		$515K Sell
5,356
-154
-3% -$16.5K ﹤0.01% 1463
2022
Q2 		$560K Buy
5,510
+136
+3% +$15.2K ﹤0.01% 1471
2022
Q1 		$643K Sell
5,374
-142
-3% -$16.7K ﹤0.01% 1468
2021
Q4 		$675K Buy
5,516
+1,828
+50% +$218K ﹤0.01% 1467
2021
Q3 		$417K Buy
3,688
+40
+1% +$4.63K ﹤0.01% 1508
2021
Q2 		$419K Buy
3,648
+1
+0% +$115 ﹤0.01% 1514
2021
Q1 		$399K Sell
3,647
-174
-5% -$18.1K ﹤0.01% 1533
2020
Q4 		$370K Sell
3,821
-5
-0.1% -$451 ﹤0.01% 1470
2020
Q3 		$310K Sell
3,826
-1,807
-32% -$146K ﹤0.01% 1446
2020
Q2 		$431K Sell
5,633
-1,981
-26% -$144K ﹤0.01% 1311
2020
Q1 		$488K Buy
7,614
+2,774
+57% +$237K ﹤0.01% 1250
2019
Q4 		$459K Buy
4,840
+210
+5% +$19.2K ﹤0.01% 1307
2019
Q3 		$415K Buy
4,630
+97
+2% +$8.59K ﹤0.01% 1316
2019
Q2 		$404K Buy
4,533
+315
+7% +$27.7K ﹤0.01% 1339
2019
Q1 		$366K Sell
4,218
-42,643
-91% -$3.6M ﹤0.01% 1327
2018
Q4 		$3.58M Buy
46,861
+42,643
+1,011% +$3.57M 0.01% 894
2018
Q3 		$381K Hold
4,218
– – ﹤0.01% 1372
2018
Q2 		$373K Hold
4,218
– – ﹤0.01% 1453
2018
Q1 		$365K Sell
4,218
-13,298
-76% -$1.18M ﹤0.01% 1426
2017
Q4 		$1.56M Buy
17,516
+11,923
+213% +$1.04M ﹤0.01% 1079
2017
Q3 		$475K Buy
5,593
+468
+9% +$39.2K ﹤0.01% 1316
2017
Q2 		$431K Sell
5,125
-81
-2% -$6.74K ﹤0.01% 1338
2017
Q1 		$432K Sell
5,206
-111
-2% -$9.17K ﹤0.01% 1337
2016
Q4 		$428K Buy
5,317
+1,494
+39% +$116K ﹤0.01% 1324
2016
Q3 		$293K Sell
3,823
-152
-4% -$11.6K ﹤0.01% 1414
2016
Q2 		$295K Buy
+3,975
New +$288K ﹤0.01% 1369
2016
Q1 		– Sell
-11,877
Closed -$815K – 1504
2015
Q4 		$815K Buy
+11,877
New +$835K ﹤0.01% 1167

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Neuberger Berman Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 9,508 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Neuberger Berman Group first reported a position in IWS in Q4 2015 and has held it in 41 quarters since. The position peaked at $3.58M in Q4 2018. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Neuberger Berman Group held 9,508 shares of iShares Russell Mid-Cap Value ETF worth $1.39M as of Q1 2026.
  • Neuberger Berman Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1301 holding.
  • Neuberger Berman Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 41 quarters since.
  • Neuberger Berman Group's iShares Russell Mid-Cap Value ETF position peaked at $3.58M in Q4 2018.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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