Neumann Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Hold	8,950	–	–	0.81%	31
2026 Q1	$1.01M	Hold	8,950	–	–	0.3%	63
2025 Q4	$1.1M	Hold	8,950	–	–	0.32%	59
2025 Q3	$1.08M	Hold	8,950	–	–	0.32%	60
2025 Q2	$985K	Hold	8,950	–	–	0.31%	64
2025 Q1	$831K	Buy	8,950 +950	+12%	+$95.8K	0.29%	68
2024 Q4	$812K	Hold	8,000	–	–	0.27%	69
2024 Q3	$766K	Hold	8,000	–	–	0.25%	68
2024 Q2	$740K	Hold	8,000	–	–	0.25%	67
2024 Q1	$676K	Sell	8,000 -1,400	-15%	-$112K	0.24%	70
2023 Q4	$706K	Hold	9,400	–	–	0.28%	61
2023 Q3	$643K	Hold	9,400	–	–	0.28%	61
2023 Q2	$663K	Sell	9,400 -200	-2%	-$13.2K	0.27%	60
2023 Q1	$613K	Hold	9,600	–	–	0.27%	60
2022 Q4	$562K	Hold	9,600	–	–	0.26%	63
2022 Q3	$555K	Sell	9,600 -400	-4%	-$26K	0.29%	64
2022 Q2	$604K	Sell	10,000 -240	-2%	-$15.9K	0.31%	59
2022 Q1	$782K	Sell	10,240 -300	-3%	-$22.5K	0.33%	58
2021 Q4	$882K	Hold	10,540	–	–	0.36%	55
2021 Q3	$779K	Hold	10,540	–	–	0.35%	57
2021 Q2	$767K	Sell	10,540 -1,700	-14%	-$118K	0.34%	57
2021 Q1	$797K	Hold	12,240	–	–	0.38%	57
2020 Q4	$781K	Hold	12,240	–	–	0.39%	54
2020 Q3	$707K	Hold	12,240	–	–	0.41%	50
2020 Q2	$635K	Sell	12,240 -800	-6%	-$38.4K	0.39%	51
2020 Q1	$538K	Sell	13,040 -800	-6%	-$37.8K	0.39%	52
2019 Q4	$670K	Sell	13,840 -440	-3%	-$20.4K	0.39%	56
2019 Q3	$643K	Sell	14,280 -840	-6%	-$38K	0.4%	55
2019 Q2	$678K	Sell	15,120 -880	-6%	-$38.7K	0.42%	55
2019 Q1	$689K	Hold	16,000	–	–	0.44%	52
2018 Q4	$603K	Hold	16,000	–	–	0.45%	51
2018 Q3	$709K	Sell	16,000 -240	-1%	-$10.3K	0.42%	53
2018 Q2	$660K	Buy	16,240 +840	+5%	+$33.7K	0.41%	53
2018 Q1	$597K	Sell	15,400 -400	-3%	-$16K	0.38%	56
2017 Q4	$603K	Hold	15,800	–	–	0.37%	62
2017 Q3	$567K	Hold	15,800	–	–	0.35%	62
2017 Q2	$541K	Hold	15,800	–	–	0.35%	63
2017 Q1	$520K	Hold	15,800	–	–	0.34%	63
2016 Q4	$481K	Sell	15,800 -680	-4%	-$20.5K	0.31%	65
2016 Q3	$501K	Hold	16,480	–	–	0.33%	62
2016 Q2	$480K	Hold	16,480	–	–	0.32%	62
2016 Q1	$478K	Hold	16,480	–	–	0.31%	62
2015 Q4	$477K	Sell	16,480 -920	-5%	-$26.7K	0.33%	61
2015 Q3	$469K	Hold	17,400	–	–	0.33%	63
2015 Q2	$495K	Hold	17,400	–	–	0.32%	63
2015 Q1	$496K	Hold	17,400	–	–	0.32%	64
2014 Q4	$486K	Buy	+17,400	New	+$475K	0.32%	64

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Neumann Capital Management's IVW Position: Q2 2026 in Review

Neumann Capital Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 8,950 shares worth $1.23M. The position accounts for 0.81% of the portfolio, ranked #31.

Neumann Capital Management first reported a position in IVW in Q4 2014 and has held it in 47 quarters since. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Neumann Capital Management held 8,950 shares of iShares S&P 500 Growth ETF worth $1.23M as of Q2 2026.
Neumann Capital Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.81% of Neumann Capital Management's portfolio in Q2 2026, its #31 holding.
Neumann Capital Management first reported a position in iShares S&P 500 Growth ETF in Q4 2014 and has held it in 47 quarters since.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.