Neumann Capital Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.04M | Buy |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.48M | Hold |
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|
2024
Q4 | $2.77M | Buy |
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|
2024
Q3 | $2.7M | Sell |
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|
2024
Q2 | $2.48M | Buy |
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|
2024
Q1 | $2.54M | Hold |
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|
2023
Q4 | $2.55M | Hold |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $2.26M | Buy |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $2.2M | Sell |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $2.2M | Buy |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $2.37M | Sell |
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|
2021
Q1 | $2.32M | Sell |
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|
2020
Q4 | $1.9M | Hold |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.39M | Buy |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.28M | Buy |
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|
2019
Q2 | $1.21M | Sell |
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|
2019
Q1 | $1.3M | Sell |
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|
2018
Q4 | $1.18M | Sell |
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|
2018
Q3 | $1.57M | Buy |
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|
2018
Q2 | $1.51M | Sell |
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|
2018
Q1 | $1.49M | Hold |
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|
2017
Q4 | $1.51M | Buy |
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|
2017
Q3 | $1.46M | Hold |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $1.27M | Sell |
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|
2016
Q4 | $1.5M | Hold |
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|
2016
Q3 | $1.33M | Sell |
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|
2016
Q2 | $1.36M | Hold |
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|
2016
Q1 | $1.32M | Buy |
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|
2015
Q4 | $1.21M | Buy |
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|
2015
Q3 | $974K | Hold |
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|
2015
Q2 | $1.09M | Buy |
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|
2015
Q1 | $959K | Buy |
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|
2014
Q4 | $921K | Buy |
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