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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
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

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 SmallCap 600 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Goldman Sachs Group
Orion Portfolio Solutions
Commonwealth Equity Services
Bessemer
HighTower Advisors

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