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 Q3	$1.43M	Sell	5,158 -50	-1%	-$14.7K	0.37%	55
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	$1.02M	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	$1.02M	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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Neumann Capital Management's IWM Position: Q3 2026 in Review

Neumann Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.96% in Q3 2026, selling an estimated $14.7K and leaving 5,158 shares worth $1.43M. The position accounts for 0.37% of the portfolio, ranked #55.

Neumann Capital Management first reported a position in IWM in Q4 2014 and has held it in 48 quarters since. The position peaked at $1.56M in Q2 2026. 2,135 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Neumann Capital Management held 5,158 shares of iShares Russell 2000 ETF worth $1.43M as of Q3 2026.
Neumann Capital Management sold 50 iShares Russell 2000 ETF shares in Q3 2026, an estimated $14.7K.
iShares Russell 2000 ETF made up 0.37% of Neumann Capital Management's portfolio in Q3 2026, its #55 holding.
Neumann Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 48 quarters since.
Neumann Capital Management's iShares Russell 2000 ETF position peaked at $1.56M in Q2 2026.
2,135 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Neumann Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.