Neumann Capital Management »

iShares Russell 3000 Growth Index shares owned by Neumann Capital Management

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in iShares Russell 3000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Growth Index 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 Russell 3000 Growth Index by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 31k 104.10
2023-09-30 $2.9M 31k 94.83
2023-06-30 $3.0M 31k 97.64
2023-03-31 $2.6M 29k 88.77
2022-12-31 $2.4M 29k 81.52
2022-09-30 $2.3M 29k 80.19
2022-06-30 $2.3M 28k 83.72
2022-03-31 $3.1M 29k 105.67
2021-12-31 $3.6M 31k 115.66
2021-09-30 $3.2M 32k 102.42
2021-06-30 $3.2M 32k 100.99
2021-03-31 $2.9M 32k 90.80
2020-12-31 $2.8M 32k 88.70
2020-09-30 $2.6M 32k 79.97
2020-06-30 $2.3M 33k 71.88
2020-03-31 $1.9M 33k 57.10
2019-12-31 $2.2M 33k 67.63
2019-09-30 $2.0M 33k 62.86
2019-06-30 $2.1M 34k 62.68
2019-03-31 $2.0M 33k 60.33
2018-12-31 $1.7M 33k 52.70
2018-09-30 $2.1M 34k 62.13
2018-06-30 $2.0M 34k 57.19
2018-03-31 $1.9M 34k 54.63
2017-12-31 $1.9M 36k 53.78
2017-09-30 $1.8M 36k 50.49
2017-06-30 $1.8M 37k 48.20
2017-03-31 $1.7M 37k 46.39
2016-12-31 $1.6M 37k 42.91
2016-09-30 $1.6M 37k 42.55
2016-06-30 $1.7M 21k 81.69
2016-03-31 $1.7M 21k 81.11
2015-12-31 $1.8M 23k 81.20
2015-09-30 $1.8M 24k 75.95
2015-06-30 $1.9M 24k 81.32
2015-03-31 $2.3M 29k 81.25
2014-12-31 $2.3M 29k 78.33

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 Russell 3000 Growth Index

Bank of America Corporation
Jpmorgan Chase & Co
Ronald Blue Trust
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Facet Wealth
Pnc Financial Services
Royal Bank of Canada
HighTower Advisors
Raymond James & Associates
Raymond James Financial Services Advisors
Bank of New York Mellon
Benjamin F. Edwards & Company
Legacy Financial Group

View all funds holding iShares Russell 3000 Growth Index