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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
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

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)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Divid Etf (SDY)
Oracle Corporation (ORCL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Neumann Capital Management

Top funds holding iShares S&P MidCap 400 Index

Raymond James & Associates
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust
Pnc Financial Services
Municipal Employees' Retirement System of Michigan
Goldman Sachs Group

View all funds holding iShares S&P MidCap 400 Index