iShares S&P 500 Growth Index shares owned by Neumann Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Neumann Capital Management
from 13F filings
Historical chart of Neumann Capital Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Neumann Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $812k | 8.0k | 101.53 |
| 2024-09-30 | $766k | 8.0k | 95.75 |
| 2024-06-30 | $740k | 8.0k | 92.54 |
| 2024-03-31 | $676k | 8.0k | 84.44 |
| 2023-12-31 | $706k | 9.4k | 75.10 |
| 2023-09-30 | $643k | 9.4k | 68.42 |
| 2023-06-30 | $663k | 9.4k | 70.48 |
| 2023-03-31 | $613k | 9.6k | 63.89 |
| 2022-12-31 | $562k | 9.6k | 58.50 |
| 2022-09-30 | $555k | 9.6k | 57.81 |
| 2022-06-30 | $604k | 10k | 60.40 |
| 2022-03-31 | $782k | 10k | 76.37 |
| 2021-12-31 | $882k | 11k | 83.68 |
| 2021-09-30 | $779k | 11k | 73.91 |
| 2021-06-30 | $767k | 11k | 72.77 |
| 2021-03-31 | $797k | 12k | 65.11 |
| 2020-12-31 | $781k | 12k | 63.81 |
| 2020-09-30 | $707k | 3.1k | 231.05 |
| 2020-06-30 | $635k | 3.1k | 207.52 |
| 2020-03-31 | $538k | 3.3k | 165.03 |
| 2019-12-31 | $670k | 3.5k | 193.64 |
| 2019-09-30 | $643k | 3.6k | 180.11 |
| 2019-06-30 | $678k | 3.8k | 179.37 |
| 2019-03-31 | $689k | 4.0k | 172.25 |
| 2018-12-31 | $603k | 4.0k | 150.75 |
| 2018-09-30 | $709k | 4.0k | 177.25 |
| 2018-06-30 | $660k | 4.1k | 162.56 |
| 2018-03-31 | $597k | 3.9k | 155.06 |
| 2017-12-31 | $603k | 4.0k | 152.66 |
| 2017-09-30 | $567k | 4.0k | 143.54 |
| 2017-06-30 | $541k | 4.0k | 136.96 |
| 2017-03-31 | $520k | 4.0k | 131.65 |
| 2016-12-31 | $481k | 4.0k | 121.77 |
| 2016-09-30 | $501k | 4.1k | 121.60 |
| 2016-06-30 | $480k | 4.1k | 116.50 |
| 2016-03-31 | $478k | 4.1k | 116.02 |
| 2015-12-31 | $477k | 4.1k | 115.78 |
| 2015-09-30 | $469k | 4.4k | 107.82 |
| 2015-06-30 | $495k | 4.4k | 113.79 |
| 2015-03-31 | $496k | 4.4k | 114.02 |
| 2014-12-31 | $486k | 4.4k | 111.72 |
More positions owned by Neumann Capital Management
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