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 Q2	$1.56M	Sell	9,453 -55	-0.6%	-$8.68K	﹤0.01%	1382
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	Sell	4,733 -4,733	-50%	-$557K	﹤0.01%	1450
2023 Q4	$1.1M	Buy	9,466 +4,816	+104%	+$513K	﹤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 New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group's IWS Position: Q2 2026 in Review

Neuberger Berman Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.58% in Q2 2026, selling an estimated $8.68K and leaving 9,453 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Neuberger Berman Group first reported a position in IWS in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.58M in Q4 2018. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Neuberger Berman Group held 9,453 shares of iShares Russell Mid-Cap Value ETF worth $1.56M as of Q2 2026.
Neuberger Berman Group sold 55 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $8.68K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1382 holding.
Neuberger Berman Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
Neuberger Berman Group's iShares Russell Mid-Cap Value ETF position peaked at $3.58M in Q4 2018.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.