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

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 43k 79.22
2023-09-30 $3.1M 43k 72.24
2023-06-30 $3.3M 44k 75.00
2023-03-31 $3.1M 44k 71.51
2022-12-31 $3.0M 44k 68.30
2022-09-30 $2.8M 44k 63.02
2022-06-30 $2.8M 44k 63.73
2022-03-31 $3.4M 44k 77.28
2021-12-31 $3.8M 44k 85.27
2021-09-30 $3.4M 43k 79.20
2021-06-30 $3.5M 44k 80.93
2021-03-31 $3.6M 46k 78.38
2020-12-31 $3.3M 46k 72.23
2020-09-30 $2.8M 12k 239.19
2020-06-30 $2.6M 12k 224.07
2020-03-31 $2.1M 12k 178.50
2019-12-31 $2.8M 12k 238.09
2019-09-30 $2.6M 12k 223.90
2019-06-30 $2.7M 12k 226.27
2019-03-31 $2.6M 12k 219.14
2018-12-31 $2.3M 12k 191.21
2018-09-30 $3.0M 13k 232.91
2018-06-30 $2.8M 13k 224.79
2018-03-31 $2.7M 12k 218.36
2017-12-31 $2.7M 12k 215.86
2017-09-30 $2.4M 12k 202.40
2017-06-30 $2.4M 12k 196.61
2017-03-31 $2.2M 12k 190.91
2016-12-31 $2.2M 12k 182.18
2016-09-30 $2.0M 11k 174.78
2016-06-30 $1.9M 11k 169.11
2016-03-31 $1.8M 11k 162.63
2015-12-31 $1.5M 9.4k 160.98
2015-09-30 $1.4M 9.2k 157.08
2015-06-30 $1.5M 8.7k 169.50
2015-03-31 $1.4M 8.0k 171.57
2014-12-31 $1.2M 7.8k 159.62

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 Growth

Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
Main Management ETF Advisors
Captrust Financial Advisors
UBS Group
Pnc Financial Services
Raymond James & Associates
D.A. Davidson & Co.
Jpmorgan Chase & Co
USA Financial Portformulas
Main Management
Commonwealth Equity Services
Midland Wealth Advisors
MAI Wealth Advisors

View all funds holding iShares S&P MidCap 400 Growth