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iShares S&P SmallCap 600 Value Idx shares owned by Neumann Capital Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx 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 Value Idx by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.8M 26k 108.61
2024-09-30 $2.7M 25k 107.66
2024-06-30 $2.5M 26k 97.27
2024-03-31 $2.5M 25k 102.76
2023-12-31 $2.6M 25k 103.07
2023-09-30 $2.2M 25k 89.22
2023-06-30 $2.3M 24k 95.09
2023-03-31 $2.1M 23k 93.59
2022-12-31 $2.2M 24k 91.31
2022-09-30 $2.0M 25k 82.47
2022-06-30 $2.2M 25k 89.02
2022-03-31 $2.4M 24k 102.38
2021-12-31 $2.4M 23k 104.51
2021-09-30 $2.3M 23k 100.67
2021-06-30 $2.4M 23k 105.43
2021-03-31 $2.3M 23k 100.74
2020-12-31 $1.9M 23k 81.32
2020-09-30 $1.4M 12k 122.45
2020-06-30 $1.4M 12k 120.40
2020-03-31 $1.0M 10k 99.95
2019-12-31 $1.6M 10k 160.77
2019-09-30 $1.3M 8.5k 150.23
2019-06-30 $1.2M 8.1k 148.65
2019-03-31 $1.3M 8.8k 147.51
2018-12-31 $1.2M 8.9k 131.84
2018-09-30 $1.6M 9.4k 166.97
2018-06-30 $1.5M 9.3k 163.30
2018-03-31 $1.5M 9.9k 150.84
2017-12-31 $1.5M 9.9k 153.57
2017-09-30 $1.5M 9.8k 148.34
2017-06-30 $1.4M 9.8k 139.79
2017-03-31 $1.3M 9.2k 138.61
2016-12-31 $1.5M 11k 139.98
2016-09-30 $1.3M 11k 124.81
2016-06-30 $1.4M 12k 116.84
2016-03-31 $1.3M 12k 113.32
2015-12-31 $1.2M 11k 108.17
2015-09-30 $974k 9.3k 104.84
2015-06-30 $1.1M 9.3k 117.76
2015-03-31 $959k 8.1k 118.91
2014-12-31 $921k 7.8k 118.00

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)
Ishares Tr Core S&p Mcp Etf (IJH)
Oracle Corporation (ORCL)
Ishares Core Msci Emkt (IEMG)
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)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Bank of America Corporation (BAC)

View all positions for Neumann Capital Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Value Idx