Neumann Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Hold	3,978	–	–	1.08%	24
2026 Q1	$1.42M	Buy	3,978 +40	+1%	+$14.9K	0.42%	54
2025 Q4	$1.47M	Hold	3,938	–	–	0.42%	51
2025 Q3	$1.44M	Sell	3,938 -1	-0%	-$352	0.42%	49
2025 Q2	$1.34M	Sell	3,939 -50	-1%	-$15.7K	0.42%	53
2025 Q1	$1.22M	Sell	3,989 -24	-0.6%	-$7.76K	0.42%	52
2024 Q4	$1.29M	Sell	4,013 -34	-0.8%	-$11K	0.43%	49
2024 Q3	$1.27M	Sell	4,047 -22	-0.5%	-$6.66K	0.42%	48
2024 Q2	$1.21M	Sell	4,069 -64	-2%	-$18.4K	0.42%	50
2024 Q1	$1.19M	Sell	4,133 -550	-12%	-$151K	0.42%	52
2023 Q4	$1.23M	Sell	4,683 -29	-0.6%	-$7.1K	0.49%	48
2023 Q3	$1.11M	Sell	4,712 -16	-0.3%	-$3.92K	0.48%	53
2023 Q2	$1.15M	Sell	4,728 -98	-2%	-$22.6K	0.48%	50
2023 Q1	$1.09M	Buy	4,826 +35	+0.7%	+$7.7K	0.48%	51
2022 Q4	$1.01M	Sell	4,791 -354	-7%	-$74.9K	0.47%	53
2022 Q3	$1.01M	Buy	5,145 +47	+0.9%	+$10.3K	0.52%	53
2022 Q2	$1.06M	Buy	5,098 +109	+2%	+$24.6K	0.54%	49
2022 Q1	$1.25M	Buy	4,989 +91	+2%	+$22.5K	0.53%	47
2021 Q4	$1.29M	Sell	4,898 -52	-1%	-$13.4K	0.53%	46
2021 Q3	$1.2M	Sell	4,950 -30	-0.6%	-$7.46K	0.54%	48
2021 Q2	$1.21M	Sell	4,980 -71	-1%	-$16.7K	0.54%	49
2021 Q1	$1.13M	Sell	5,051 -72	-1%	-$15.8K	0.54%	49
2020 Q4	$1.08M	Sell	5,123 -29	-0.6%	-$5.79K	0.55%	47
2020 Q3	$964K	Sell	5,152 -139	-3%	-$25.7K	0.55%	47
2020 Q2	$908K	Buy	5,291 +792	+18%	+$128K	0.56%	46
2020 Q1	$637K	Sell	4,499 -1,735	-28%	-$293K	0.46%	49
2019 Q4	$1.11M	Buy	6,234 +585	+10%	+$99.8K	0.65%	44
2019 Q3	$929K	Buy	5,649 +383	+7%	+$62.9K	0.57%	47
2019 Q2	$857K	Buy	5,266 +2	+0%	+$320	0.53%	48
2019 Q1	$828K	Sell	5,264 -226	-4%	-$34.2K	0.53%	47
2018 Q4	$761K	Buy	5,490 +1,638	+43%	+$245K	0.57%	47
2018 Q3	$623K	Hold	3,852	–	–	0.37%	56
2018 Q2	$585K	Hold	3,852	–	–	0.37%	57
2018 Q1	$566K	Buy	3,852 +1	+0%	+$152	0.36%	58
2017 Q4	$572K	Buy	3,851 +1	+0%	+$145	0.35%	63
2017 Q3	$539K	Hold	3,850	–	–	0.33%	63
2017 Q2	$521K	Sell	3,850 -325	-8%	-$43.4K	0.34%	64
2017 Q1	$548K	Hold	4,175	–	–	0.36%	62
2016 Q4	$520K	Hold	4,175	–	–	0.34%	63
2016 Q3	$503K	Hold	4,175	–	–	0.33%	61
2016 Q2	$488K	Hold	4,175	–	–	0.32%	61
2016 Q1	$476K	Hold	4,175	–	–	0.31%	63
2015 Q4	$473K	Sell	4,175 -450	-10%	-$51.5K	0.33%	62
2015 Q3	$495K	Hold	4,625	–	–	0.35%	61
2015 Q2	$537K	Hold	4,625	–	–	0.34%	61
2015 Q1	$536K	Hold	4,625	–	–	0.34%	61
2014 Q4	$530K	Buy	+4,625	New	+$518K	0.35%	60

Other funds holding IWB

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return