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iShares S&P MidCap 400 Index shares owned by Neumann Capital Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 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 MidCap 400 Index by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 209k 62.32
2024-06-30 $13M 220k 58.52
2024-03-31 $13M 219k 60.74
2023-12-31 $12M 43k 277.15
2023-09-30 $11M 44k 249.35
2023-06-30 $12M 44k 261.48
2023-03-31 $11M 43k 250.16
2022-12-31 $10M 43k 241.90
2022-09-30 $9.6M 44k 219.27
2022-06-30 $10M 44k 226.24
2022-03-31 $12M 44k 268.34
2021-12-31 $12M 44k 283.08
2021-09-30 $11M 43k 263.07
2021-06-30 $12M 43k 268.72
2021-03-31 $12M 46k 260.27
2020-12-31 $11M 46k 229.83
2020-09-30 $8.6M 47k 185.30
2020-06-30 $8.2M 46k 177.82
2020-03-31 $6.5M 46k 143.85
2019-12-31 $9.0M 44k 205.83
2019-09-30 $8.3M 43k 193.23
2019-06-30 $8.4M 43k 194.26
2019-03-31 $7.7M 41k 189.40
2018-12-31 $6.8M 41k 166.07
2018-09-30 $9.0M 45k 201.28
2018-06-30 $8.5M 43k 194.79
2018-03-31 $8.1M 43k 187.56
2017-12-31 $8.2M 43k 189.77
2017-09-30 $7.8M 44k 178.90
2017-06-30 $7.6M 44k 173.95
2017-03-31 $7.5M 44k 171.21
2016-12-31 $7.5M 46k 165.34
2016-09-30 $7.1M 46k 154.70
2016-06-30 $7.1M 48k 149.39
2016-03-31 $6.8M 47k 144.18
2015-12-31 $6.3M 45k 139.32
2015-09-30 $6.2M 45k 136.61
2015-06-30 $6.7M 45k 149.97
2015-03-31 $6.7M 44k 151.97
2014-12-31 $6.2M 43k 144.80

More positions owned by Neumann Capital Management

NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p Divid Etf (SDY)
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 MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
Raymond James & Associates
Envestnet Asset Management
BlackRock
Royal Bank of Canada
BlackRock
Northern Trust
Pnc Financial Services
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index