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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

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

Quarter filed Position value Share count Share price at filing
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

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 Morningstar Mid Growth Idx

Assetmark
Creative Financial Designs
Raymond James Financial Services Advisors
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Mid Growth Idx