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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
2024-09-30 $14M 117k 116.96
2024-06-30 $13M 121k 106.66
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

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 SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index