Neumann Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $434K | Hold |
1,022
| – | – | 0.14% | 81 |
|
2025
Q1 | $369K | Hold |
1,022
| – | – | 0.13% | 89 |
|
2024
Q4 | $410K | Hold |
1,022
| – | – | 0.14% | 86 |
|
2024
Q3 | $384K | Hold |
1,022
| – | – | 0.13% | 88 |
|
2024
Q2 | $373K | Hold |
1,022
| – | – | 0.13% | 85 |
|
2024
Q1 | $344K | Hold |
1,022
| – | – | 0.12% | 84 |
|
2023
Q4 | $310K | Hold |
1,022
| – | – | 0.12% | 84 |
|
2023
Q3 | $272K | Hold |
1,022
| – | – | 0.12% | 84 |
|
2023
Q2 | $281K | Hold |
1,022
| – | – | 0.12% | 84 |
|
2023
Q1 | $250K | Hold |
1,022
| – | – | 0.11% | 87 |
|
2022
Q4 | $219K | Sell |
1,022
-150
| -13% | -$32.1K | 0.1% | 88 |
|
2022
Q3 | $247K | Hold |
1,172
| – | – | 0.13% | 81 |
|
2022
Q2 | $256K | Hold |
1,172
| – | – | 0.13% | 75 |
|
2022
Q1 | $325K | Hold |
1,172
| – | – | 0.14% | 73 |
|
2021
Q4 | $358K | Buy |
+1,172
| New | +$358K | 0.15% | 72 |
|