Neumann Capital Management »

iShares S&P MidCap 400 Value Index shares owned by Neumann Capital Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Neumann Capital Management from 13F filings

Historical chart of Neumann Capital Management investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 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 MidCap 400 Value Index by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 26k 118.29
2023-12-31 $2.9M 26k 114.04
2023-09-30 $2.6M 26k 100.93
2023-06-30 $2.8M 26k 107.13
2023-03-31 $2.7M 26k 102.77
2022-12-31 $2.6M 26k 100.80
2022-09-30 $2.3M 26k 90.02
2022-06-30 $2.4M 26k 94.43
2022-03-31 $2.8M 26k 109.63
2021-12-31 $2.8M 26k 110.69
2021-09-30 $2.6M 25k 103.03
2021-06-30 $2.6M 25k 105.33
2021-03-31 $2.6M 25k 101.93
2020-12-31 $2.2M 26k 86.31
2020-09-30 $1.7M 13k 134.87
2020-06-30 $1.9M 14k 132.95
2020-03-31 $1.5M 14k 109.77
2019-12-31 $2.3M 14k 170.74
2019-09-30 $1.9M 12k 159.91
2019-06-30 $1.9M 12k 159.48
2019-03-31 $1.9M 12k 157.00
2018-12-31 $1.8M 13k 138.35
2018-09-30 $2.3M 14k 167.30
2018-06-30 $2.2M 13k 162.01
2018-03-31 $2.1M 14k 154.49
2017-12-31 $2.3M 14k 160.12
2017-09-30 $2.2M 14k 152.71
2017-06-30 $2.1M 14k 148.52
2017-03-31 $2.2M 15k 148.45
2016-12-31 $2.1M 15k 145.19
2016-09-30 $1.8M 13k 132.98
2016-06-30 $1.7M 14k 128.08
2016-03-31 $1.7M 14k 124.03
2015-12-31 $1.6M 13k 117.17
2015-09-30 $1.4M 13k 115.39
2015-06-30 $1.6M 13k 128.96
2015-03-31 $1.7M 13k 130.93
2014-12-31 $1.6M 13k 127.80

More positions owned by Neumann Capital Management

Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Real Estate Etf (VNQ)
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 S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Raymond James & Associates
Cullen Frost Bankers
Northern Trust
Northwestern Mutual Wealth Management Company
Evensky & Katz

View all funds holding iShares S&P MidCap 400 Value Index