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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$433K	Hold	3,488	–	–	0.29%	45
2026 Q1	$372K	Sell	3,488 -400	-10%	-$45.4K	0.11%	88
2025 Q4	$460K	Sell	3,888 -200	-5%	-$23.7K	0.13%	83
2025 Q3	$479K	Hold	4,088	–	–	0.14%	82
2025 Q2	$434K	Hold	4,088	–	–	0.14%	81
2025 Q1	$369K	Hold	4,088	–	–	0.13%	89
2024 Q4	$410K	Hold	4,088	–	–	0.14%	86
2024 Q3	$384K	Hold	4,088	–	–	0.13%	88
2024 Q2	$373K	Hold	4,088	–	–	0.13%	85
2024 Q1	$344K	Hold	4,088	–	–	0.12%	84
2023 Q4	$310K	Hold	4,088	–	–	0.12%	84
2023 Q3	$272K	Hold	4,088	–	–	0.12%	84
2023 Q2	$281K	Hold	4,088	–	–	0.12%	84
2023 Q1	$250K	Hold	4,088	–	–	0.11%	87
2022 Q4	$219K	Sell	4,088 -600	-13%	-$33K	0.1%	88
2022 Q3	$247K	Hold	4,688	–	–	0.13%	81
2022 Q2	$256K	Hold	4,688	–	–	0.13%	75
2022 Q1	$325K	Hold	4,688	–	–	0.14%	73
2021 Q4	$358K	Buy	+4,688	New	+$348K	0.15%	72

Other funds holding IWF

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

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

Neumann Capital Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 3,488 shares worth $433K. The position accounts for 0.29% of the portfolio, ranked #45.

Neumann Capital Management first reported a position in IWF in Q4 2021 and has held it in 19 quarters since. The position peaked at $479K in Q3 2025. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Neumann Capital Management held 3,488 shares of iShares Russell 1000 Growth ETF worth $433K as of Q2 2026.
Neumann Capital Management left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.29% of Neumann Capital Management's portfolio in Q2 2026, its #45 holding.
Neumann Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Neumann Capital Management's iShares Russell 1000 Growth ETF position peaked at $479K in Q3 2025.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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