Neumann Capital Management »

iShares Morningstar Mid Growth Idx shares owned by Neumann Capital Management

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in iShares Morningstar Mid Growth Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Growth Idx held by Neumann Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 15k 72.97
2024-06-30 $1.0M 15k 67.75
2024-03-31 $1.1M 16k 70.68
2023-12-31 $1.0M 16k 64.45
2023-09-30 $896k 16k 57.13
2023-06-30 $955k 16k 60.94
2023-03-31 $902k 16k 57.56
2022-12-31 $925k 17k 53.88
2022-09-30 $916k 18k 50.40
2022-06-30 $961k 19k 51.97
2022-03-31 $1.2M 19k 64.30
2021-12-31 $1.5M 20k 73.24
2021-09-30 $1.5M 22k 68.89
2021-06-30 $1.5M 22k 68.89
2021-03-31 $1.5M 3.9k 378.27
2020-12-31 $1.5M 4.0k 382.57
2020-09-30 $1.3M 4.0k 320.48
2020-06-30 $1.2M 4.0k 293.19
2020-03-31 $871k 4.0k 218.08
2019-12-31 $1.1M 4.2k 263.06
2019-09-30 $1.0M 4.2k 243.44
2019-06-30 $1.1M 4.2k 251.48
2019-03-31 $996k 4.2k 235.41
2018-12-31 $842k 4.3k 194.41
2018-09-30 $1.0M 4.3k 235.74
2018-06-30 $948k 4.3k 218.89
2018-03-31 $907k 4.3k 209.42
2017-12-31 $877k 4.3k 202.49
2017-09-30 $869k 4.6k 189.70
2017-06-30 $838k 4.6k 182.93
2017-03-31 $919k 5.3k 174.02
2016-12-31 $856k 5.3k 162.09
2016-09-30 $885k 5.4k 162.95
2016-06-30 $945k 6.1k 156.04
2016-03-31 $922k 6.1k 152.25
2015-12-31 $936k 6.1k 154.56
2015-09-30 $908k 6.1k 149.93
2015-06-30 $997k 6.1k 164.63
2015-03-31 $1.0M 6.1k 166.94
2014-12-31 $948k 6.1k 156.54

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 Morningstar Mid Growth Idx

LPL Financial
Morgan Stanley
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
Cornerstone Planning Group
Creative Financial Designs
Mariner Wealth Advisors
Bank of America Corporation
Advisor Group Holdings

View all funds holding iShares Morningstar Mid Growth Idx