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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.13M	Sell	43,670 -115	-0.3%	-$12.8K	3.39%	7
2026 Q1	$4.41M	Sell	43,785 -460	-1%	-$47.3K	1.3%	18
2025 Q4	$4.29M	Sell	44,245 -1,050	-2%	-$101K	1.24%	21
2025 Q3	$4.34M	Buy	45,295 +1,455	+3%	+$137K	1.27%	20
2025 Q2	$3.99M	Buy	43,840 +1,670	+4%	+$143K	1.25%	21
2025 Q1	$3.51M	Buy	42,170 +1,330	+3%	+$120K	1.21%	21
2024 Q4	$3.71M	Sell	40,840 -600	-1%	-$56.5K	1.23%	21
2024 Q3	$3.81M	Hold	41,440	–	–	1.27%	20
2024 Q2	$3.65M	Sell	41,440 -900	-2%	-$79.6K	1.25%	20
2024 Q1	$3.86M	Sell	42,340 -470	-1%	-$39.2K	1.38%	18
2023 Q4	$3.39M	Hold	42,810	–	–	1.35%	18
2023 Q3	$3.09M	Sell	42,810 -1,100	-3%	-$82.9K	1.35%	17
2023 Q2	$3.29M	Hold	43,910	–	–	1.36%	16
2023 Q1	$3.14M	Sell	43,910 -200	-0.5%	-$14.3K	1.38%	18
2022 Q4	$3.01M	Hold	44,110	–	–	1.41%	19
2022 Q3	$2.78M	Buy	44,110 +50	+0.1%	+$3.45K	1.43%	20
2022 Q2	$2.81M	Hold	44,060	–	–	1.42%	19
2022 Q1	$3.4M	Hold	44,060	–	–	1.45%	19
2021 Q4	$3.76M	Buy	44,060 +750	+2%	+$62.9K	1.53%	18
2021 Q3	$3.43M	Sell	43,310 -370	-0.8%	-$30K	1.54%	18
2021 Q2	$3.54M	Sell	43,680 -1,920	-4%	-$154K	1.59%	19
2021 Q1	$3.57M	Sell	45,600 -740	-2%	-$57K	1.7%	16
2020 Q4	$3.35M	Sell	46,340 -200	-0.4%	-$13.3K	1.69%	16
2020 Q3	$2.78M	Hold	46,540	–	–	1.6%	15
2020 Q2	$2.61M	Buy	46,540 +400	+0.9%	+$20.8K	1.6%	18
2020 Q1	$2.06M	Sell	46,140 -280	-0.6%	-$15.4K	1.5%	21
2019 Q4	$2.76M	Sell	46,420 -780	-2%	-$44.7K	1.6%	18
2019 Q3	$2.64M	Hold	47,200	–	–	1.63%	17
2019 Q2	$2.67M	Sell	47,200 -1,080	-2%	-$59.9K	1.66%	16
2019 Q1	$2.65M	Sell	48,280 -400	-0.8%	-$21.1K	1.69%	16
2018 Q4	$2.33M	Sell	48,680 -2,000	-4%	-$105K	1.75%	16
2018 Q3	$2.95M	Buy	50,680 +500	+1%	+$29K	1.74%	18
2018 Q2	$2.82M	Buy	50,180 +500	+1%	+$27.9K	1.77%	18
2018 Q1	$2.71M	Hold	49,680	–	–	1.73%	18
2017 Q4	$2.68M	Buy	49,680 +1,280	+3%	+$67.5K	1.64%	21
2017 Q3	$2.45M	Hold	48,400	–	–	1.52%	21
2017 Q2	$2.38M	Buy	48,400 +1,780	+4%	+$86.6K	1.53%	20
2017 Q1	$2.23M	Sell	46,620 -1,180	-2%	-$55.7K	1.44%	22
2016 Q4	$2.18M	Buy	47,800 +2,920	+7%	+$129K	1.4%	26
2016 Q3	$1.96M	Sell	44,880 -180	-0.4%	-$7.9K	1.3%	24
2016 Q2	$1.91M	Hold	45,060	–	–	1.26%	25
2016 Q1	$1.83M	Buy	45,060 +7,540	+20%	+$288K	1.21%	27
2015 Q4	$1.51M	Buy	37,520 +800	+2%	+$32.7K	1.05%	34
2015 Q3	$1.44M	Buy	36,720 +2,100	+6%	+$87.7K	1.02%	35
2015 Q2	$1.47M	Buy	34,620 +2,820	+9%	+$121K	0.94%	37
2015 Q1	$1.36M	Buy	31,800 +600	+2%	+$24.8K	0.87%	38
2014 Q4	$1.25M	Buy	+31,200	New	+$1.21M	0.81%	41

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Neumann Capital Management's IJK Position: Q2 2026 in Review

Neumann Capital Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.26% in Q2 2026, selling an estimated $12.8K and leaving 43,670 shares worth $5.13M. The position accounts for 3.39% of the portfolio, ranked #7.

Neumann Capital Management first reported a position in IJK in Q4 2014 and has held it in 47 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Neumann Capital Management held 43,670 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.13M as of Q2 2026.
Neumann Capital Management sold 115 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $12.8K.
iShares S&P Mid-Cap 400 Growth ETF made up 3.39% of Neumann Capital Management's portfolio in Q2 2026, its #7 holding.
Neumann Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 47 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.