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iShares Russell Midcap Value Index shares owned by Neumann Capital Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 1.5k 132.25
2021-12-31 $305k 2.5k 122.24

More positions owned by Neumann Capital Management

NVIDIA Corporation (NVDA)
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)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Neumann Capital Management

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index