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iShares S&P SmallCap 600 Index shares owned by Neumann Capital Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Neumann Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 120k 110.52
2023-12-31 $13M 116k 108.25
2023-09-30 $11M 114k 94.33
2023-06-30 $12M 116k 99.65
2023-03-31 $11M 116k 96.70
2022-12-31 $11M 116k 94.64
2022-09-30 $10M 116k 87.19
2022-06-30 $11M 115k 92.41
2022-03-31 $12M 115k 107.88
2021-12-31 $13M 112k 114.51
2021-09-30 $13M 115k 109.19
2021-06-30 $13M 115k 112.98
2021-03-31 $13M 120k 108.53
2020-12-31 $12M 127k 91.90
2020-09-30 $8.9M 126k 70.23
2020-06-30 $8.6M 125k 68.29
2020-03-31 $6.9M 123k 56.11
2019-12-31 $9.9M 118k 83.85
2019-09-30 $9.1M 118k 77.84
2019-06-30 $9.2M 117k 78.28
2019-03-31 $8.8M 114k 77.15
2018-12-31 $7.9M 114k 69.32
2018-09-30 $10M 118k 87.24
2018-06-30 $9.9M 118k 83.46
2018-03-31 $9.1M 118k 77.01
2017-12-31 $9.0M 118k 76.81
2017-09-30 $8.8M 119k 74.22
2017-06-30 $8.3M 119k 70.11
2017-03-31 $8.2M 119k 69.16
2016-12-31 $8.5M 62k 137.52
2016-09-30 $7.7M 62k 124.15
2016-06-30 $7.3M 63k 116.22
2016-03-31 $7.0M 63k 112.57
2015-12-31 $6.4M 58k 110.12
2015-09-30 $6.2M 58k 106.57
2015-06-30 $6.7M 57k 117.87
2015-03-31 $6.4M 54k 118.03
2014-12-31 $6.1M 53k 114.06

More positions owned by Neumann Capital Management

Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Neumann Capital Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index