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

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