Neumann Capital Management »

iShares S&P 500 Value Index shares owned by Neumann Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index 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 500 Value Index by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 9.6k 206.51
2025-06-30 $1.9M 9.9k 195.42
2025-03-31 $2.2M 12k 190.58
2024-12-31 $2.2M 11k 190.88
2024-09-30 $2.1M 10k 197.17
2015-03-31 $525k 5.7k 92.59
2014-12-31 $532k 5.7k 93.83

More positions owned by Neumann Capital Management

NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Oracle Corporation (ORCL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
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)
Wisdomtree Tr Intl Smcap Div (DLS)
Bank of America Corporation (BAC)
Spdr Series Trust S&p Divid Etf (SDY)

View all positions for Neumann Capital Management

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