Neumann Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
9,895
-1,620
| -14% | -$317K | 0.61% | 41 |
|
|
2025
Q1 | $2.19M | Buy |
11,515
+100
| +0.9% | +$19.1K | 0.76% | 36 |
|
|
2024
Q4 | $2.18M | Buy |
11,415
+1,010
| +10% | +$193K | 0.72% | 35 |
|
|
2024
Q3 | $2.05M | Buy |
+10,405
| New | +$2.05M | 0.68% | 40 |
|
|
2015
Q2 | – | Sell |
-5,670
| Closed | -$525K | – | 81 |
|
|
2015
Q1 | $525K | Hold |
5,670
| – | – | 0.34% | 62 |
|
|
2014
Q4 | $532K | Buy |
+5,670
| New | +$532K | 0.35% | 58 |
|