Neumann Capital Management
IWD icon

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
Q3 		$262K Buy
1,056
+50
+5% +$12.6K 0.07% 100
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

Morgan Stanley
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

Neumann Capital Management's IWD Position: Q3 2026 in Review

Neumann Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 5% in Q3 2026, buying an estimated $12.6K and bringing the position to 1,056 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #100.

Neumann Capital Management first reported a position in IWD in Q3 2025 and has held it in 5 quarters since. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Neumann Capital Management held 1,056 shares of iShares Russell 1000 Value ETF worth $262K as of Q3 2026.
  • Neumann Capital Management bought 50 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $12.6K.
  • iShares Russell 1000 Value ETF made up 0.07% of Neumann Capital Management's portfolio in Q3 2026, its #100 holding.
  • Neumann Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Neumann Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.