Neumann Capital Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.25M	Hold
2025 Q2	$1.21M	Hold
2025 Q1	$1.08M	Hold
2024 Q4	$1.14M	Hold
2024 Q3	$1.1M	Hold
2024 Q2	$1.02M	Sell
2024 Q1	$1.09M	Sell
2023 Q4	$1.01M	Hold
2023 Q3	$896K	Hold
2023 Q2	$955K	Hold
2023 Q1	$902K	Sell
2022 Q4	$925K	Sell
2022 Q3	$916K	Sell
2022 Q2	$961K	Hold
2022 Q1	$1.19M	Sell
2021 Q4	$1.49M	Sell
2021 Q3	$1.53M	Hold
2021 Q2	$1.53M	Sell
2021 Q1	$1.47M	Sell
2020 Q4	$1.53M	Hold
2020 Q3	$1.28M	Hold
2020 Q2	$1.17M	Hold
2020 Q1	$871K	Sell
2019 Q4	$1.11M	Hold
2019 Q3	$1.03M	Hold
2019 Q2	$1.06M	Hold
2019 Q1	$996K	Sell
2018 Q4	$842K	Hold
2018 Q3	$1.02M	Hold
2018 Q2	$948K	Hold
2018 Q1	$907K	Hold
2017 Q4	$877K	Sell
2017 Q3	$869K	Hold
2017 Q2	$838K	Sell
2017 Q1	$919K	Hold
2016 Q4	$856K	Sell
2016 Q3	$885K	Sell
2016 Q2	$945K	Hold
2016 Q1	$922K	Hold
2015 Q4	$936K	Hold
2015 Q3	$908K	Hold
2015 Q2	$997K	Hold
2015 Q1	$1.01M	Hold
2014 Q4	$948K	Buy