Neumann Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Neumann Capital Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.8M	Sell	25,748 -225	-0.9%	-$31.8K	2.52%	14
2026 Q1	$3.44M	Sell	25,973 -951	-4%	-$130K	1.01%	27
2025 Q4	$3.54M	Sell	26,924 -186	-0.7%	-$24.2K	1.02%	25
2025 Q3	$3.52M	Hold	27,110	–	–	1.03%	24
2025 Q2	$3.35M	Buy	27,110 +380	+1%	+$44.7K	1.05%	24
2025 Q1	$3.2M	Buy	26,730 +300	+1%	+$37.6K	1.11%	23
2024 Q4	$3.3M	Hold	26,430	–	–	1.1%	23
2024 Q3	$3.27M	Sell	26,430 -350	-1%	-$41.6K	1.09%	23
2024 Q2	$3.04M	Buy	26,780 +950	+4%	+$108K	1.04%	22
2024 Q1	$3.06M	Hold	25,830	–	–	1.09%	24
2023 Q4	$2.95M	Buy	25,830 +200	+0.8%	+$20.6K	1.17%	24
2023 Q3	$2.59M	Sell	25,630 -350	-1%	-$37.4K	1.13%	25
2023 Q2	$2.78M	Hold	25,980	–	–	1.15%	24
2023 Q1	$2.67M	Buy	25,980 +1	+0%	+$107	1.17%	24
2022 Q4	$2.62M	Buy	25,979 +39	+0.2%	+$3.89K	1.23%	23
2022 Q3	$2.33M	Buy	25,940 +100	+0.4%	+$9.95K	1.2%	25
2022 Q2	$2.44M	Buy	25,840 +300	+1%	+$30.6K	1.24%	22
2022 Q1	$2.8M	Hold	25,540	–	–	1.19%	23
2021 Q4	$2.83M	Buy	25,540 +450	+2%	+$49K	1.15%	26
2021 Q3	$2.58M	Buy	25,090 +150	+0.6%	+$15.8K	1.16%	25
2021 Q2	$2.63M	Sell	24,940 -195	-0.8%	-$20.8K	1.18%	26
2021 Q1	$2.56M	Sell	25,135 -400	-2%	-$38.2K	1.22%	25
2020 Q4	$2.2M	Sell	25,535 -1	-0%	-$78	1.11%	28
2020 Q3	$1.72M	Sell	25,536 -2,640	-9%	-$182K	0.99%	33
2020 Q2	$1.87M	Buy	28,176 +500	+2%	+$31.4K	1.15%	26
2020 Q1	$1.52M	Buy	27,676 +700	+3%	+$52.6K	1.11%	28
2019 Q4	$2.3M	Buy	26,976 +3,150	+13%	+$259K	1.34%	23
2019 Q3	$1.91M	Sell	23,826 -140	-0.6%	-$11K	1.18%	29
2019 Q2	$1.91M	Sell	23,966 -200	-0.8%	-$15.9K	1.19%	27
2019 Q1	$1.9M	Sell	24,166 -2,360	-9%	-$183K	1.21%	26
2018 Q4	$1.83M	Sell	26,526 -850	-3%	-$65K	1.38%	26
2018 Q3	$2.29M	Buy	27,376 +600	+2%	+$50.1K	1.35%	26
2018 Q2	$2.17M	Sell	26,776 -540	-2%	-$43.2K	1.36%	25
2018 Q1	$2.11M	Sell	27,316 -1,300	-5%	-$103K	1.34%	26
2017 Q4	$2.29M	Hold	28,616	–	–	1.4%	25
2017 Q3	$2.19M	Hold	28,616	–	–	1.35%	25
2017 Q2	$2.13M	Sell	28,616 -740	-3%	-$54.7K	1.37%	24
2017 Q1	$2.18M	Sell	29,356 -260	-0.9%	-$19.3K	1.41%	24
2016 Q4	$2.15M	Buy	29,616 +2,980	+11%	+$206K	1.39%	27
2016 Q3	$1.77M	Sell	26,636 -550	-2%	-$36.3K	1.18%	30
2016 Q2	$1.74M	Hold	27,186	–	–	1.16%	29
2016 Q1	$1.69M	Buy	27,186 +540	+2%	+$30.6K	1.11%	31
2015 Q4	$1.56M	Buy	26,646 +1,600	+6%	+$96.9K	1.09%	33
2015 Q3	$1.45M	Hold	25,046	–	–	1.02%	34
2015 Q2	$1.61M	Sell	25,046 -1,090	-4%	-$72K	1.03%	34
2015 Q1	$1.71M	Buy	26,136 +550	+2%	+$35.4K	1.09%	33
2014 Q4	$1.64M	Buy	+25,586	New	+$1.59M	1.07%	33