iShares S&P 500 Index shares owned by Neumann Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Neumann Capital Management
from 13F filings
Historical chart of Neumann Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Neumann Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $403k | 685 | 588.68 |
| 2024-09-30 | $395k | 685 | 576.82 |
| 2024-06-30 | $375k | 685 | 547.23 |
| 2024-03-31 | $360k | 685 | 525.73 |
| 2023-12-31 | $423k | 885 | 477.63 |
| 2023-09-30 | $380k | 885 | 429.43 |
| 2023-06-30 | $395k | 885 | 445.71 |
| 2023-03-31 | $364k | 885 | 411.08 |
| 2022-12-31 | $340k | 885 | 384.21 |
| 2022-09-30 | $287k | 800 | 358.75 |
| 2022-06-30 | $309k | 815 | 379.14 |
| 2022-03-31 | $370k | 815 | 453.99 |
| 2021-12-31 | $382k | 800 | 477.50 |
| 2021-09-30 | $345k | 800 | 431.25 |
| 2021-06-30 | $344k | 800 | 430.00 |
| 2021-03-31 | $318k | 800 | 397.50 |
| 2020-12-31 | $300k | 800 | 375.00 |
| 2020-09-30 | $269k | 800 | 336.25 |
| 2020-06-30 | $248k | 800 | 310.00 |
| 2020-03-31 | $207k | 800 | 258.75 |
| 2019-12-31 | $259k | 800 | 323.75 |
| 2019-09-30 | $239k | 800 | 298.75 |
| 2019-06-30 | $236k | 800 | 295.00 |
| 2019-03-31 | $228k | 800 | 285.00 |
| 2018-12-31 | $201k | 800 | 251.25 |
| 2018-09-30 | $234k | 800 | 292.50 |
| 2018-06-30 | $218k | 800 | 272.50 |
| 2018-03-31 | $212k | 800 | 265.00 |
| 2017-12-31 | $215k | 800 | 268.75 |
| 2017-09-30 | $202k | 800 | 252.50 |
More positions owned by Neumann Capital Management
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