Neumann Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.56M	Hold	5,208	–	–	1.04%	25
2026 Q1	$1.29M	Hold	5,208	–	–	0.38%	55
2025 Q4	$1.28M	Hold	5,208	–	–	0.37%	54
2025 Q3	$1.26M	Hold	5,208	–	–	0.37%	53
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%	-$75.2K	0.47%	51
2021 Q3	$1.21M	Sell	5,541 -350	-6%	-$77.6K	0.54%	47
2021 Q2	$1.35M	Sell	5,891 -433	-7%	-$97.4K	0.61%	44
2021 Q1	$1.4M	Sell	6,324 -250	-4%	-$54.6K	0.66%	43
2020 Q4	$1.29M	Sell	6,574 -200	-3%	-$35K	0.65%	42
2020 Q3	$1.01M	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	$1.02M	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%	-$30.1K	0.66%	42
2018 Q4	$934K	Sell	6,974 -250	-3%	-$37.3K	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%	+$197K	0.7%	44
2017 Q4	$907K	Hold	5,949	–	–	0.56%	48
2017 Q3	$882K	Hold	5,949	–	–	0.55%	47
2017 Q2	$838K	Sell	5,949 -1	-0%	-$138	0.54%	48
2017 Q1	$818K	Hold	5,950	–	–	0.53%	51
2016 Q4	$802K	Hold	5,950	–	–	0.52%	51
2016 Q3	$739K	Hold	5,950	–	–	0.49%	51
2016 Q2	$684K	Sell	5,950 -1,695	-22%	-$191K	0.45%	52
2016 Q1	$846K	Hold	7,645	–	–	0.56%	51
2015 Q4	$861K	Buy	7,645 +105	+1%	+$12.1K	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	+$862K	0.59%	52

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Neumann Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 5,208 shares worth $1.56M. The position accounts for 1.04% of the portfolio, ranked #25.

Neumann Capital Management first reported a position in IWM in Q4 2014 and has held it in 47 quarters since. 1,096 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Neumann Capital Management held 5,208 shares of iShares Russell 2000 ETF worth $1.56M as of Q2 2026.
Neumann Capital Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 1.04% of Neumann Capital Management's portfolio in Q2 2026, its #25 holding.
Neumann Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 47 quarters since.
1,096 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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