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Neumann Capital Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Neumann Capital Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67M Sell
26,880
-546
-2% -$70.4K 2.43% 16
2026
Q1 		$3.25M Sell
27,426
-728
-3% -$87.9K 0.96% 28
2025
Q4 		$3.2M Buy
28,154
+704
+3% +$78.9K 0.93% 27
2025
Q3 		$3.04M Buy
27,450
+930
+4% +$98.8K 0.89% 27
2025
Q2 		$2.64M Buy
26,520
+1,050
+4% +$99.2K 0.83% 29
2025
Q1 		$2.48M Hold
25,470
– – 0.86% 30
2024
Q4 		$2.77M Buy
25,470
+420
+2% +$46.6K 0.92% 27
2024
Q3 		$2.7M Sell
25,050
-400
-2% -$41.5K 0.9% 29
2024
Q2 		$2.48M Buy
25,450
+700
+3% +$68.8K 0.85% 31
2024
Q1 		$2.54M Hold
24,750
– – 0.91% 32
2023
Q4 		$2.55M Hold
24,750
– – 1.01% 29
2023
Q3 		$2.21M Buy
24,750
+1,000
+4% +$95.2K 0.96% 30
2023
Q2 		$2.26M Buy
23,750
+1,000
+4% +$91.4K 0.94% 29
2023
Q1 		$2.13M Sell
22,750
-1,300
-5% -$127K 0.94% 29
2022
Q4 		$2.2M Sell
24,050
-480
-2% -$44.2K 1.03% 27
2022
Q3 		$2.02M Sell
24,530
-150
-0.6% -$13.9K 1.04% 28
2022
Q2 		$2.2M Buy
24,680
+1,227
+5% +$118K 1.11% 28
2022
Q1 		$2.4M Buy
23,453
+603
+3% +$61.5K 1.02% 30
2021
Q4 		$2.39M Buy
22,850
+350
+2% +$36.7K 0.97% 29
2021
Q3 		$2.27M Buy
22,500
+20
+0.1% +$2.02K 1.02% 32
2021
Q2 		$2.37M Sell
22,480
-510
-2% -$53.3K 1.06% 30
2021
Q1 		$2.32M Sell
22,990
-400
-2% -$37.9K 1.1% 30
2020
Q4 		$1.9M Hold
23,390
– – 0.96% 32
2020
Q3 		$1.43M Buy
23,390
+300
+1% +$18.9K 0.82% 39
2020
Q2 		$1.39M Buy
23,090
+2,400
+12% +$135K 0.85% 38
2020
Q1 		$1.03M Buy
20,690
+400
+2% +$27.7K 0.75% 39
2019
Q4 		$1.63M Buy
20,290
+3,250
+19% +$252K 0.95% 36
2019
Q3 		$1.28M Buy
17,040
+800
+5% +$58.8K 0.79% 38
2019
Q2 		$1.21M Sell
16,240
-1,400
-8% -$104K 0.75% 39
2019
Q1 		$1.3M Sell
17,640
-200
-1% -$14.8K 0.83% 38
2018
Q4 		$1.18M Sell
17,840
-930
-5% -$69K 0.89% 39
2018
Q3 		$1.57M Buy
18,770
+240
+1% +$20.3K 0.92% 35
2018
Q2 		$1.51M Sell
18,530
-1,200
-6% -$96K 0.95% 35
2018
Q1 		$1.49M Hold
19,730
– – 0.95% 37
2017
Q4 		$1.51M Buy
19,730
+100
+0.5% +$7.53K 0.93% 37
2017
Q3 		$1.46M Hold
19,630
– – 0.9% 39
2017
Q2 		$1.37M Buy
19,630
+1,320
+7% +$91.2K 0.88% 38
2017
Q1 		$1.27M Sell
18,310
-3,050
-14% -$212K 0.82% 41
2016
Q4 		$1.5M Hold
21,360
– – 0.96% 38
2016
Q3 		$1.33M Sell
21,360
-1,920
-8% -$118K 0.89% 40
2016
Q2 		$1.36M Hold
23,280
– – 0.9% 39
2016
Q1 		$1.32M Buy
23,280
+1,000
+4% +$51.9K 0.87% 41
2015
Q4 		$1.21M Buy
22,280
+3,700
+20% +$205K 0.84% 41
2015
Q3 		$974K Hold
18,580
– – 0.69% 44
2015
Q2 		$1.09M Buy
18,580
+2,450
+15% +$146K 0.7% 46
2015
Q1 		$959K Buy
16,130
+520
+3% +$30.2K 0.61% 51
2014
Q4 		$921K Buy
+15,610
New +$881K 0.6% 50

Other funds holding IJS

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Neumann Capital Management reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2% in Q2 2026, selling an estimated $70.4K and leaving 26,880 shares worth $3.67M. The position accounts for 2.43% of the portfolio, ranked #16.

Neumann Capital Management first reported a position in IJS in Q4 2014 and has held it in 47 quarters since. 407 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Neumann Capital Management held 26,880 shares of iShares S&P Small-Cap 600 Value ETF worth $3.67M as of Q2 2026.
  • Neumann Capital Management sold 546 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $70.4K.
  • iShares S&P Small-Cap 600 Value ETF made up 2.43% of Neumann Capital Management's portfolio in Q2 2026, its #16 holding.
  • Neumann Capital Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2014 and has held it in 47 quarters since.
  • 407 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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