Neumann Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.99M	Sell
2025 Q2	$1.93M	Sell
2025 Q1	$2.19M	Buy
2024 Q4	$2.18M	Buy
2024 Q3	$2.05M	Buy
2015 Q2	–	Sell
2015 Q1	$525K	Hold
2014 Q4	$532K	Buy