Neumann Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.1M | Buy |
208,704
+866
| +0.4% | +$63.5K | 10.65% | 3 |
|
|
2026
Q1 | $14M | Sell |
207,838
-1,780
| -0.8% | -$123K | 4.13% | 8 |
|
|
2025
Q4 | $13.8M | Buy |
209,618
+1,070
| +0.5% | +$70.1K | 4% | 8 |
|
|
2025
Q3 | $13.6M | Sell |
208,548
-812
| -0.4% | -$52.2K | 3.98% | 8 |
|
|
2025
Q2 | $13M | Sell |
209,360
-1,296
| -0.6% | -$76.1K | 4.08% | 7 |
|
|
2025
Q1 | $12.3M | Buy |
210,656
+2,173
| +1% | +$135K | 4.25% | 7 |
|
|
2024
Q4 | $13M | Buy |
208,483
+2
| +0% | +$128 | 4.32% | 6 |
|
|
2024
Q3 | $13M | Sell |
208,481
-11,948
| -5% | -$721K | 4.32% | 7 |
|
|
2024
Q2 | $12.9M | Buy |
220,429
+1,039
| +0.5% | +$61K | 4.43% | 5 |
|
|
2024
Q1 | $13.3M | Buy |
219,390
+3,430
| +2% | +$194K | 4.75% | 5 |
|
|
2023
Q4 | $12M | Sell |
215,960
-2,610
| -1% | -$132K | 4.75% | 5 |
|
|
2023
Q3 | $10.9M | Sell |
218,570
-585
| -0.3% | -$30.7K | 4.75% | 4 |
|
|
2023
Q2 | $11.5M | Buy |
219,155
+5,840
| +3% | +$290K | 4.75% | 5 |
|
|
2023
Q1 | $10.7M | Sell |
213,315
-1,830
| -0.9% | -$93.2K | 4.69% | 6 |
|
|
2022
Q4 | $10.4M | Sell |
215,145
-3,880
| -2% | -$187K | 4.88% | 5 |
|
|
2022
Q3 | $9.61M | Sell |
219,025
-1,425
| -0.6% | -$68.9K | 4.94% | 4 |
|
|
2022
Q2 | $9.97M | Buy |
220,450
+1,810
| +0.8% | +$89.4K | 5.05% | 4 |
|
|
2022
Q1 | $11.7M | Buy |
218,640
+680
| +0.3% | +$36.2K | 4.98% | 5 |
|
|
2021
Q4 | $12.3M | Buy |
217,960
+2,505
| +1% | +$139K | 5.03% | 5 |
|
|
2021
Q3 | $11.3M | Sell |
215,455
-120
| -0.1% | -$6.46K | 5.09% | 5 |
|
|
2021
Q2 | $11.6M | Sell |
215,575
-11,920
| -5% | -$644K | 5.2% | 3 |
|
|
2021
Q1 | $11.8M | Sell |
227,495
-3,680
| -2% | -$184K | 5.63% | 3 |
|
|
2020
Q4 | $10.6M | Sell |
231,175
-1,175
| -0.5% | -$49.5K | 5.36% | 5 |
|
|
2020
Q3 | $8.61M | Buy |
232,350
+2,375
| +1% | +$88.8K | 4.95% | 6 |
|
|
2020
Q2 | $8.18M | Buy |
229,975
+2,450
| +1% | +$81.4K | 5.01% | 5 |
|
|
2020
Q1 | $6.55M | Buy |
227,525
+8,675
| +4% | +$323K | 4.76% | 5 |
|
|
2019
Q4 | $9.01M | Buy |
218,850
+3,540
| +2% | +$140K | 5.23% | 3 |
|
|
2019
Q3 | $8.32M | Sell |
215,310
-790
| -0.4% | -$30.4K | 5.14% | 3 |
|
|
2019
Q2 | $8.4M | Buy |
216,100
+11,610
| +6% | +$445K | 5.21% | 3 |
|
|
2019
Q1 | $7.75M | Buy |
204,490
+85
| +0% | +$3.14K | 4.95% | 3 |
|
|
2018
Q4 | $6.79M | Sell |
204,405
-19,930
| -9% | -$727K | 5.11% | 3 |
|
|
2018
Q3 | $9.03M | Buy |
224,335
+7,125
| +3% | +$286K | 5.32% | 2 |
|
|
2018
Q2 | $8.46M | Buy |
217,210
+1,705
| +0.8% | +$65.9K | 5.31% | 2 |
|
|
2018
Q1 | $8.08M | Sell |
215,505
-1,120
| -0.5% | -$42.8K | 5.14% | 3 |
|
|
2017
Q4 | $8.22M | Sell |
216,625
-1,845
| -0.8% | -$68.2K | 5.04% | 2 |
|
|
2017
Q3 | $7.82M | Buy |
218,470
+965
| +0.4% | +$33.6K | 4.84% | 2 |
|
|
2017
Q2 | $7.57M | Sell |
217,505
-2,635
| -1% | -$91K | 4.87% | 2 |
|
|
2017
Q1 | $7.54M | Sell |
220,140
-8,000
| -4% | -$272K | 4.89% | 2 |
|
|
2016
Q4 | $7.54M | Sell |
228,140
-2,595
| -1% | -$82.3K | 4.86% | 2 |
|
|
2016
Q3 | $7.14M | Sell |
230,735
-7,000
| -3% | -$216K | 4.75% | 2 |
|
|
2016
Q2 | $7.1M | Buy |
237,735
+985
| +0.4% | +$28.9K | 4.72% | 3 |
|
|
2016
Q1 | $6.83M | Buy |
236,750
+10,300
| +5% | +$275K | 4.49% | 2 |
|
|
2015
Q4 | $6.31M | Buy |
226,450
+150
| +0.1% | +$4.29K | 4.39% | 3 |
|
|
2015
Q3 | $6.18M | Buy |
226,300
+4,025
| +2% | +$117K | 4.37% | 2 |
|
|
2015
Q2 | $6.67M | Buy |
222,275
+1,575
| +0.7% | +$48K | 4.26% | 3 |
|
|
2015
Q1 | $6.71M | Buy |
220,700
+6,025
| +3% | +$178K | 4.28% | 2 |
|
|
2014
Q4 | $6.22M | Buy |
+214,675
| New | +$6.03M | 4.05% | 2 |
|
Other funds holding IJH
CCA
MRC
VFA
FMII
SIC
WT
Neumann Capital Management's IJH Position: Q2 2026 in Review
Neumann Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.42% in Q2 2026, buying an estimated $63.5K and bringing the position to 208,704 shares worth $16.1M. The position accounts for 10.65% of the portfolio, ranked #3.
Neumann Capital Management first reported a position in IJH in Q4 2014 and has held it in 47 quarters since. 1,376 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Neumann Capital Management held 208,704 shares of iShares Core S&P Mid-Cap ETF worth $16.1M as of Q2 2026.
- Neumann Capital Management bought 866 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $63.5K.
- iShares Core S&P Mid-Cap ETF made up 10.65% of Neumann Capital Management's portfolio in Q2 2026, its #3 holding.
- Neumann Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
- 1,376 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.