Neumann Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
5,208
| – | – | 0.35% | 58 |
|
|
2025
Q1 | $1.04M | Hold |
5,208
| – | – | 0.36% | 58 |
|
|
2024
Q4 | $1.15M | Hold |
5,208
| – | – | 0.38% | 53 |
|
|
2024
Q3 | $1.15M | Hold |
5,208
| – | – | 0.38% | 52 |
|
|
2024
Q2 | $1.06M | Hold |
5,208
| – | – | 0.36% | 55 |
|
|
2024
Q1 | $1.1M | Hold |
5,208
| – | – | 0.39% | 55 |
|
|
2023
Q4 | $1.05M | Hold |
5,208
| – | – | 0.41% | 54 |
|
|
2023
Q3 | $920K | Hold |
5,208
| – | – | 0.4% | 54 |
|
|
2023
Q2 | $975K | Hold |
5,208
| – | – | 0.4% | 53 |
|
|
2023
Q1 | $929K | Hold |
5,208
| – | – | 0.41% | 54 |
|
|
2022
Q4 | $908K | Hold |
5,208
| – | – | 0.43% | 55 |
|
|
2022
Q3 | $859K | Hold |
5,208
| – | – | 0.44% | 57 |
|
|
2022
Q2 | $882K | Hold |
5,208
| – | – | 0.45% | 53 |
|
|
2022
Q1 | $1.07M | Hold |
5,208
| – | – | 0.45% | 53 |
|
|
2021
Q4 | $1.16M | Sell |
5,208
-333
| -6% | -$74.1K | 0.47% | 51 |
|
|
2021
Q3 | $1.21M | Sell |
5,541
-350
| -6% | -$76.6K | 0.54% | 47 |
|
|
2021
Q2 | $1.35M | Sell |
5,891
-433
| -7% | -$99.3K | 0.61% | 44 |
|
|
2021
Q1 | $1.4M | Sell |
6,324
-250
| -4% | -$55.2K | 0.66% | 43 |
|
|
2020
Q4 | $1.29M | Sell |
6,574
-200
| -3% | -$39.2K | 0.65% | 42 |
|
|
2020
Q3 | $1.02M | Hold |
6,774
| – | – | 0.58% | 45 |
|
|
2020
Q2 | $970K | Hold |
6,774
| – | – | 0.59% | 45 |
|
|
2020
Q1 | $775K | Hold |
6,774
| – | – | 0.56% | 45 |
|
|
2019
Q4 | $1.12M | Hold |
6,774
| – | – | 0.65% | 42 |
|
|
2019
Q3 | $1.03M | Hold |
6,774
| – | – | 0.63% | 43 |
|
|
2019
Q2 | $1.05M | Hold |
6,774
| – | – | 0.65% | 43 |
|
|
2019
Q1 | $1.04M | Sell |
6,774
-200
| -3% | -$30.6K | 0.66% | 42 |
|
|
2018
Q4 | $934K | Sell |
6,974
-250
| -3% | -$33.5K | 0.7% | 42 |
|
|
2018
Q3 | $1.22M | Hold |
7,224
| – | – | 0.72% | 42 |
|
|
2018
Q2 | $1.18M | Hold |
7,224
| – | – | 0.74% | 43 |
|
|
2018
Q1 | $1.1M | Buy |
7,224
+1,275
| +21% | +$194K | 0.7% | 44 |
|
|
2017
Q4 | $907K | Hold |
5,949
| – | – | 0.56% | 47 |
|
|
2017
Q3 | $882K | Hold |
5,949
| – | – | 0.55% | 46 |
|
|
2017
Q2 | $838K | Sell |
5,949
-1
| -0% | -$141 | 0.54% | 47 |
|
|
2017
Q1 | $818K | Hold |
5,950
| – | – | 0.53% | 50 |
|
|
2016
Q4 | $802K | Hold |
5,950
| – | – | 0.52% | 50 |
|
|
2016
Q3 | $739K | Hold |
5,950
| – | – | 0.49% | 50 |
|
|
2016
Q2 | $684K | Sell |
5,950
-1,695
| -22% | -$195K | 0.45% | 51 |
|
|
2016
Q1 | $846K | Hold |
7,645
| – | – | 0.56% | 50 |
|
|
2015
Q4 | $861K | Buy |
7,645
+105
| +1% | +$11.8K | 0.6% | 52 |
|
|
2015
Q3 | $823K | Hold |
7,540
| – | – | 0.58% | 50 |
|
|
2015
Q2 | $941K | Hold |
7,540
| – | – | 0.6% | 53 |
|
|
2015
Q1 | $938K | Hold |
7,540
| – | – | 0.6% | 52 |
|
|
2014
Q4 | $902K | Buy |
+7,540
| New | +$902K | 0.59% | 52 |
|