Neumann Capital Management »

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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 27k 129.72
2025-06-30 $3.4M 27k 123.58
2025-03-31 $3.2M 27k 119.73
2024-12-31 $3.3M 26k 124.96
2024-09-30 $3.3M 26k 123.62
2024-06-30 $3.0M 27k 113.46
2024-03-31 $3.1M 26k 118.29
2023-12-31 $2.9M 26k 114.04
2023-09-30 $2.6M 26k 100.93
2023-06-30 $2.8M 26k 107.13
2023-03-31 $2.7M 26k 102.77
2022-12-31 $2.6M 26k 100.80
2022-09-30 $2.3M 26k 90.02
2022-06-30 $2.4M 26k 94.43
2022-03-31 $2.8M 26k 109.63
2021-12-31 $2.8M 26k 110.69
2021-09-30 $2.6M 25k 103.03
2021-06-30 $2.6M 25k 105.33
2021-03-31 $2.6M 25k 101.93
2020-12-31 $2.2M 26k 86.31
2020-09-30 $1.7M 13k 134.87
2020-06-30 $1.9M 14k 132.95
2020-03-31 $1.5M 14k 109.77
2019-12-31 $2.3M 14k 170.74
2019-09-30 $1.9M 12k 159.91
2019-06-30 $1.9M 12k 159.48
2019-03-31 $1.9M 12k 157.00
2018-12-31 $1.8M 13k 138.35
2018-09-30 $2.3M 14k 167.30
2018-06-30 $2.2M 13k 162.01
2018-03-31 $2.1M 14k 154.49
2017-12-31 $2.3M 14k 160.12
2017-09-30 $2.2M 14k 152.71
2017-06-30 $2.1M 14k 148.52
2017-03-31 $2.2M 15k 148.45
2016-12-31 $2.1M 15k 145.19
2016-09-30 $1.8M 13k 132.98
2016-06-30 $1.7M 14k 128.08
2016-03-31 $1.7M 14k 124.03
2015-12-31 $1.6M 13k 117.17
2015-09-30 $1.4M 13k 115.39
2015-06-30 $1.6M 13k 128.96
2015-03-31 $1.7M 13k 130.93
2014-12-31 $1.6M 13k 127.80

More positions owned by Neumann Capital Management

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

View all positions for Neumann Capital Management

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index