Neumann Capital Management »

iShares Russell 1000 Value Index shares owned by Neumann Capital Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Value Index by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 1.0k 203.59

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

Top funds holding iShares Russell 1000 Value Index

Morgan Stanley
Goldman Sachs Group
FMR
Jpmorgan Chase & Co
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Elliott Investment Management
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation

View all funds holding iShares Russell 1000 Value Index