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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$244K	Hold	1,006	–	–	0.16%	54
2026 Q1	$215K	Hold	1,006	–	–	0.06%	102
2025 Q4	$212K	Hold	1,006	–	–	0.06%	98
2025 Q3	$205K	Buy	+1,006	New	+$200K	0.06%	102

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Neumann Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,006 shares worth $244K. The position accounts for 0.16% of the portfolio, ranked #54.

Neumann Capital Management first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Neumann Capital Management held 1,006 shares of iShares Russell 1000 Value ETF worth $244K as of Q2 2026.
Neumann Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.16% of Neumann Capital Management's portfolio in Q2 2026, its #54 holding.
Neumann Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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