Neumann Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.24M	Buy	27,866 +50	+0.2%	+$9.03K	3.47%	5
2026 Q1	$4.31M	Buy	27,816 +60	+0.2%	+$9.88K	1.27%	19
2025 Q4	$4.66M	Sell	27,756 -221	-0.8%	-$36.9K	1.35%	16
2025 Q3	$4.6M	Buy	27,977 +70	+0.3%	+$11K	1.35%	17
2025 Q2	$4.2M	Sell	27,907 -500	-2%	-$67.8K	1.32%	20
2025 Q1	$3.61M	Sell	28,407 -1,610	-5%	-$223K	1.25%	20
2024 Q4	$4.18M	Buy	30,017 +14	+0%	+$1.92K	1.39%	18
2024 Q3	$3.96M	Buy	30,003 +1,053	+4%	+$134K	1.32%	19
2024 Q2	$3.69M	Sell	28,950 -750	-3%	-$89.5K	1.27%	18
2024 Q1	$3.48M	Sell	29,700 -1,106	-4%	-$123K	1.24%	22
2023 Q4	$3.21M	Hold	30,806	–	–	1.27%	22
2023 Q3	$2.92M	Hold	30,806	–	–	1.27%	21
2023 Q2	$3.01M	Buy	30,806 +1,650	+6%	+$151K	1.25%	20
2023 Q1	$2.59M	Buy	29,156 +50	+0.2%	+$4.26K	1.14%	25
2022 Q4	$2.37M	Buy	29,106 +350	+1%	+$29.3K	1.11%	25
2022 Q3	$2.31M	Buy	28,756 +900	+3%	+$81K	1.19%	26
2022 Q2	$2.33M	Sell	27,856 -1,300	-4%	-$119K	1.18%	24
2022 Q1	$3.08M	Sell	29,156 -2,100	-7%	-$218K	1.31%	21
2021 Q4	$3.62M	Sell	31,256 -330	-1%	-$36.8K	1.47%	20
2021 Q3	$3.23M	Hold	31,586	–	–	1.45%	20
2021 Q2	$3.19M	Hold	31,586	–	–	1.43%	20
2021 Q1	$2.87M	Sell	31,586 -400	-1%	-$36K	1.36%	20
2020 Q4	$2.84M	Hold	31,986	–	–	1.43%	20
2020 Q3	$2.56M	Sell	31,986 -500	-2%	-$39.2K	1.47%	19
2020 Q2	$2.33M	Hold	32,486	–	–	1.43%	23
2020 Q1	$1.85M	Hold	32,486	–	–	1.35%	24
2019 Q4	$2.2M	Hold	32,486	–	–	1.28%	25
2019 Q3	$2.04M	Sell	32,486 -1,000	-3%	-$63.2K	1.26%	25
2019 Q2	$2.1M	Buy	33,486 +520	+2%	+$32K	1.3%	24
2019 Q1	$1.99M	Buy	32,966 +480	+1%	+$27.5K	1.27%	25
2018 Q4	$1.71M	Sell	32,486 -1,927	-6%	-$109K	1.29%	27
2018 Q3	$2.14M	Hold	34,413	–	–	1.26%	28
2018 Q2	$1.97M	Hold	34,413	–	–	1.24%	29
2018 Q1	$1.88M	Sell	34,413 -1,733	-5%	-$97.2K	1.2%	29
2017 Q4	$1.94M	Hold	36,146	–	–	1.19%	31
2017 Q3	$1.82M	Sell	36,146 -350	-1%	-$17.3K	1.13%	33
2017 Q2	$1.76M	Hold	36,496	–	–	1.13%	31
2017 Q1	$1.69M	Hold	36,496	–	–	1.1%	32
2016 Q4	$1.57M	Hold	36,496	–	–	1.01%	37
2016 Q3	$1.55M	Sell	36,496 -5,004	-12%	-$212K	1.03%	35
2016 Q2	$1.7M	Hold	41,500	–	–	1.13%	30
2016 Q1	$1.68M	Sell	41,500 -3,400	-8%	-$130K	1.11%	32
2015 Q4	$1.82M	Sell	44,900 -2,000	-4%	-$81.4K	1.27%	28
2015 Q3	$1.78M	Hold	46,900	–	–	1.26%	27
2015 Q2	$1.91M	Sell	46,900 -10,600	-18%	-$437K	1.22%	26
2015 Q1	$2.34M	Hold	57,500	–	–	1.49%	21
2014 Q4	$2.25M	Buy	+57,500	New	+$2.2M	1.47%	20

Other funds holding IUSG

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return