Neumann Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,653	Closed	-$325K	–	94
2023 Q1	$325K	Sell	4,653 -1	-0%	-$71	0.14%	77
2022 Q4	$314K	Sell	4,654 -719	-13%	-$48.5K	0.15%	77
2022 Q3	$334K	Buy	5,373 +132	+3%	+$9.08K	0.17%	75
2022 Q2	$339K	Sell	5,241 -200	-4%	-$14.2K	0.17%	69
2022 Q1	$425K	Buy	5,441 +206	+4%	+$15.9K	0.18%	68
2021 Q4	$435K	Sell	5,235 -35	-0.7%	-$2.87K	0.18%	68
2021 Q3	$412K	Sell	5,270 -1,054	-17%	-$84.4K	0.18%	68
2021 Q2	$501K	Sell	6,324 -39	-0.6%	-$3.02K	0.23%	62
2021 Q1	$470K	Sell	6,363 -346	-5%	-$25K	0.22%	62
2020 Q4	$460K	Sell	6,709 -19	-0.3%	-$1.21K	0.23%	60
2020 Q3	$386K	Buy	6,728 +772	+13%	+$43.9K	0.22%	60
2020 Q2	$319K	Hold	5,956	–	–	0.2%	62
2020 Q1	$257K	Sell	5,956 -221	-4%	-$12.2K	0.19%	64
2019 Q4	$368K	Buy	6,177 +3	+0%	+$172	0.21%	63
2019 Q3	$345K	Hold	6,174	–	–	0.21%	65
2019 Q2	$345K	Buy	6,174 +2	+0%	+$110	0.21%	65
2019 Q1	$333K	Hold	6,172	–	–	0.21%	65
2018 Q4	$287K	Buy	6,172 +972	+19%	+$49K	0.22%	63
2018 Q3	$287K	Hold	5,200	–	–	0.17%	68
2018 Q2	$276K	Hold	5,200	–	–	0.17%	65
2018 Q1	$268K	Buy	+5,200	New	+$274K	0.17%	68

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neumann Capital Management's IWR Position: Q2 2023 in Review

Neumann Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 4,653 shares — an estimated $325K sold.

Neumann Capital Management first reported a position in IWR in Q1 2018 and held it in 21 quarters. The position peaked at $501K in Q2 2021. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

Neumann Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Neumann Capital Management sold 4,653 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $325K.
Neumann Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and held it in 21 quarters.
Neumann Capital Management's iShares Russell Mid-Cap ETF position peaked at $501K in Q2 2021.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Neumann Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.