Neumann Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $670K | Buy |
894
+294
| +49% | +$214K | 0.44% | 36 |
|
|
2026
Q1 | $392K | Hold |
600
| – | – | 0.12% | 86 |
|
|
2025
Q4 | $411K | Hold |
600
| – | – | 0.12% | 85 |
|
|
2025
Q3 | $402K | Hold |
600
| – | – | 0.12% | 85 |
|
|
2025
Q2 | $373K | Sell |
600
-85
| -12% | -$48.8K | 0.12% | 86 |
|
|
2025
Q1 | $385K | Hold |
685
| – | – | 0.13% | 87 |
|
|
2024
Q4 | $403K | Hold |
685
| – | – | 0.13% | 88 |
|
|
2024
Q3 | $395K | Hold |
685
| – | – | 0.13% | 87 |
|
|
2024
Q2 | $375K | Hold |
685
| – | – | 0.13% | 84 |
|
|
2024
Q1 | $360K | Sell |
685
-200
| -23% | -$100K | 0.13% | 82 |
|
|
2023
Q4 | $423K | Hold |
885
| – | – | 0.17% | 77 |
|
|
2023
Q3 | $380K | Hold |
885
| – | – | 0.17% | 75 |
|
|
2023
Q2 | $394K | Hold |
885
| – | – | 0.16% | 76 |
|
|
2023
Q1 | $364K | Hold |
885
| – | – | 0.16% | 74 |
|
|
2022
Q4 | $340K | Buy |
885
+85
| +11% | +$32.8K | 0.16% | 74 |
|
|
2022
Q3 | $287K | Sell |
800
-15
| -2% | -$5.99K | 0.15% | 76 |
|
|
2022
Q2 | $309K | Hold |
815
| – | – | 0.16% | 71 |
|
|
2022
Q1 | $370K | Buy |
815
+15
| +2% | +$6.71K | 0.16% | 72 |
|
|
2021
Q4 | $382K | Hold |
800
| – | – | 0.16% | 71 |
|
|
2021
Q3 | $345K | Hold |
800
| – | – | 0.15% | 72 |
|
|
2021
Q2 | $344K | Hold |
800
| – | – | 0.15% | 73 |
|
|
2021
Q1 | $318K | Hold |
800
| – | – | 0.15% | 67 |
|
|
2020
Q4 | $300K | Hold |
800
| – | – | 0.15% | 68 |
|
|
2020
Q3 | $269K | Hold |
800
| – | – | 0.15% | 68 |
|
|
2020
Q2 | $248K | Hold |
800
| – | – | 0.15% | 66 |
|
|
2020
Q1 | $207K | Hold |
800
| – | – | 0.15% | 68 |
|
|
2019
Q4 | $259K | Hold |
800
| – | – | 0.15% | 69 |
|
|
2019
Q3 | $239K | Hold |
800
| – | – | 0.15% | 71 |
|
|
2019
Q2 | $236K | Hold |
800
| – | – | 0.15% | 70 |
|
|
2019
Q1 | $228K | Hold |
800
| – | – | 0.15% | 73 |
|
|
2018
Q4 | $201K | Hold |
800
| – | – | 0.15% | 70 |
|
|
2018
Q3 | $234K | Hold |
800
| – | – | 0.14% | 72 |
|
|
2018
Q2 | $218K | Hold |
800
| – | – | 0.14% | 72 |
|
|
2018
Q1 | $212K | Hold |
800
| – | – | 0.13% | 70 |
|
|
2017
Q4 | $215K | Hold |
800
| – | – | 0.13% | 74 |
|
|
2017
Q3 | $202K | Buy |
+800
| New | +$199K | 0.13% | 73 |
|
Other funds holding IVV
CM
Neumann Capital Management's IVV Position: Q2 2026 in Review
Neumann Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 49% in Q2 2026, buying an estimated $214K and bringing the position to 894 shares worth $670K. The position accounts for 0.44% of the portfolio, ranked #36.
Neumann Capital Management first reported a position in IVV in Q3 2017 and has held it in 36 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Neumann Capital Management held 894 shares of iShares Core S&P 500 ETF worth $670K as of Q2 2026.
- Neumann Capital Management bought 294 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $214K.
- iShares Core S&P 500 ETF made up 0.44% of Neumann Capital Management's portfolio in Q2 2026, its #36 holding.
- Neumann Capital Management first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 36 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.