Neumann Capital Management’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Hold |
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|
2025
Q2 | $985K | Hold |
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|
2025
Q1 | $831K | Buy |
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|
2024
Q4 | $812K | Hold |
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|
2024
Q3 | $766K | Hold |
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|
2024
Q2 | $740K | Hold |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $706K | Hold |
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|
2023
Q3 | $643K | Hold |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $613K | Hold |
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|
2022
Q4 | $562K | Hold |
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|
2022
Q3 | $555K | Sell |
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|
2022
Q2 | $604K | Sell |
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|
2022
Q1 | $782K | Sell |
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|
2021
Q4 | $882K | Hold |
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|
2021
Q3 | $779K | Hold |
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|
2021
Q2 | $767K | Sell |
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|
2021
Q1 | $797K | Hold |
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|
2020
Q4 | $781K | Hold |
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|
2020
Q3 | $707K | Hold |
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|
2020
Q2 | $635K | Sell |
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|
2020
Q1 | $538K | Sell |
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|
2019
Q4 | $670K | Sell |
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|
2019
Q3 | $643K | Sell |
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|
2019
Q2 | $678K | Sell |
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|
2019
Q1 | $689K | Hold |
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|
2018
Q4 | $603K | Hold |
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|
2018
Q3 | $709K | Sell |
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|
2018
Q2 | $660K | Buy |
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|
2018
Q1 | $597K | Sell |
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|
2017
Q4 | $603K | Hold |
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|
2017
Q3 | $567K | Hold |
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|
2017
Q2 | $541K | Hold |
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|
2017
Q1 | $520K | Hold |
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|
2016
Q4 | $481K | Sell |
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|
2016
Q3 | $501K | Hold |
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|
2016
Q2 | $480K | Hold |
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|
2016
Q1 | $478K | Hold |
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|
2015
Q4 | $477K | Sell |
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|
2015
Q3 | $469K | Hold |
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|
2015
Q2 | $495K | Hold |
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|
2015
Q1 | $496K | Hold |
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|
2014
Q4 | $486K | Buy |
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