Neumann Capital Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.6M | Buy |
118,530
+509
| +0.4% | +$69.9K | 11.63% | 1 |
|
|
2026
Q1 | $14.7M | Buy |
118,021
+257
| +0.2% | +$32.6K | 4.32% | 7 |
|
|
2025
Q4 | $14.2M | Buy |
117,764
+347
| +0.3% | +$41.5K | 4.09% | 7 |
|
|
2025
Q3 | $14M | Sell |
117,417
-1,225
| -1% | -$141K | 4.08% | 7 |
|
|
2025
Q2 | $13M | Buy |
118,642
+258
| +0.2% | +$26.7K | 4.08% | 8 |
|
|
2025
Q1 | $12.4M | Sell |
118,384
-638
| -0.5% | -$72K | 4.28% | 6 |
|
|
2024
Q4 | $13.7M | Buy |
119,022
+1,886
| +2% | +$225K | 4.56% | 5 |
|
|
2024
Q3 | $13.7M | Sell |
117,136
-3,376
| -3% | -$381K | 4.56% | 5 |
|
|
2024
Q2 | $12.9M | Buy |
120,512
+906
| +0.8% | +$96.9K | 4.42% | 6 |
|
|
2024
Q1 | $13.2M | Buy |
119,606
+3,539
| +3% | +$376K | 4.71% | 6 |
|
|
2023
Q4 | $12.6M | Buy |
116,067
+1,836
| +2% | +$177K | 4.98% | 4 |
|
|
2023
Q3 | $10.8M | Sell |
114,231
-1,952
| -2% | -$195K | 4.7% | 5 |
|
|
2023
Q2 | $11.6M | Buy |
116,183
+527
| +0.5% | +$50.2K | 4.79% | 4 |
|
|
2023
Q1 | $11.2M | Sell |
115,656
-103
| -0.1% | -$10.3K | 4.92% | 4 |
|
|
2022
Q4 | $11M | Sell |
115,759
-72
| -0.1% | -$6.91K | 5.14% | 3 |
|
|
2022
Q3 | $10.1M | Buy |
115,831
+428
| +0.4% | +$41.6K | 5.2% | 2 |
|
|
2022
Q2 | $10.7M | Buy |
115,403
+680
| +0.6% | +$67.6K | 5.4% | 2 |
|
|
2022
Q1 | $12.4M | Buy |
114,723
+2,405
| +2% | +$260K | 5.26% | 2 |
|
|
2021
Q4 | $12.9M | Sell |
112,318
-2,153
| -2% | -$245K | 5.24% | 3 |
|
|
2021
Q3 | $12.5M | Sell |
114,471
-331
| -0.3% | -$36.4K | 5.61% | 2 |
|
|
2021
Q2 | $13M | Sell |
114,802
-5,548
| -5% | -$619K | 5.83% | 2 |
|
|
2021
Q1 | $13.1M | Sell |
120,350
-6,547
| -5% | -$685K | 6.21% | 2 |
|
|
2020
Q4 | $11.7M | Buy |
126,897
+709
| +0.6% | +$58.2K | 5.88% | 3 |
|
|
2020
Q3 | $8.86M | Buy |
126,188
+910
| +0.7% | +$65.2K | 5.09% | 4 |
|
|
2020
Q2 | $8.55M | Buy |
125,278
+2,028
| +2% | +$128K | 5.24% | 3 |
|
|
2020
Q1 | $6.92M | Buy |
123,250
+5,346
| +5% | +$398K | 5.03% | 4 |
|
|
2019
Q4 | $9.89M | Buy |
117,904
+379
| +0.3% | +$30.5K | 5.74% | 2 |
|
|
2019
Q3 | $9.15M | Buy |
117,525
+164
| +0.1% | +$12.7K | 5.66% | 2 |
|
|
2019
Q2 | $9.19M | Buy |
117,361
+3,118
| +3% | +$242K | 5.7% | 2 |
|
|
2019
Q1 | $8.81M | Buy |
114,243
+688
| +0.6% | +$52.8K | 5.63% | 2 |
|
|
2018
Q4 | $7.87M | Sell |
113,555
-4,705
| -4% | -$364K | 5.93% | 1 |
|
|
2018
Q3 | $10.3M | Buy |
118,260
+225
| +0.2% | +$19.7K | 6.07% | 1 |
|
|
2018
Q2 | $9.85M | Sell |
118,035
-185
| -0.2% | -$15.1K | 6.19% | 1 |
|
|
2018
Q1 | $9.1M | Buy |
118,220
+456
| +0.4% | +$35.5K | 5.79% | 1 |
|
|
2017
Q4 | $9.05M | Sell |
117,764
-878
| -0.7% | -$66.2K | 5.54% | 1 |
|
|
2017
Q3 | $8.81M | Buy |
118,642
+177
| +0.1% | +$12.4K | 5.45% | 1 |
|
|
2017
Q2 | $8.31M | Sell |
118,465
-195
| -0.2% | -$13.5K | 5.35% | 1 |
|
|
2017
Q1 | $8.21M | Sell |
118,660
-4,870
| -4% | -$336K | 5.32% | 1 |
|
|
2016
Q4 | $8.49M | Buy |
123,530
+118
| +0.1% | +$7.61K | 5.47% | 1 |
|
|
2016
Q3 | $7.66M | Sell |
123,412
-2,320
| -2% | -$142K | 5.09% | 1 |
|
|
2016
Q2 | $7.31M | Buy |
125,732
+600
| +0.5% | +$34.2K | 4.85% | 1 |
|
|
2016
Q1 | $7.04M | Buy |
125,132
+9,110
| +8% | +$476K | 4.64% | 1 |
|
|
2015
Q4 | $6.39M | Sell |
116,022
-10
| -0% | -$564 | 4.44% | 2 |
|
|
2015
Q3 | $6.18M | Buy |
116,032
+2,622
| +2% | +$149K | 4.37% | 3 |
|
|
2015
Q2 | $6.68M | Buy |
113,410
+4,960
| +5% | +$293K | 4.27% | 2 |
|
|
2015
Q1 | $6.4M | Buy |
108,450
+1,730
| +2% | +$99.1K | 4.09% | 3 |
|
|
2014
Q4 | $6.09M | Buy |
+106,720
| New | +$5.83M | 3.97% | 3 |
|
Other funds holding IJR
VFA
BIAS
AIM
AWM
BSB
LWMT
SWM
CTA
FFBTD