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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Hold	1,524	–	–	0.17%	52
2026 Q1	$222K	Hold	1,524	–	–	0.07%	99
2025 Q4	$215K	Hold	1,524	–	–	0.06%	97
2025 Q3	$213K	Hold	1,524	–	–	0.06%	99
2025 Q2	$201K	Buy	+1,524	New	+$191K	0.06%	100
2024 Q4	–	Sell	-1,524	Closed	-$202K	–	103
2024 Q3	$202K	Buy	+1,524	New	+$193K	0.07%	101
2022 Q1	–	Sell	-2,495	Closed	-$305K	–	91
2021 Q4	$305K	Buy	+2,495	New	+$298K	0.12%	78

Other funds holding IWS

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Neumann Capital Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,524 shares worth $251K. The position accounts for 0.17% of the portfolio, ranked #52.

Neumann Capital Management first reported a position in IWS in Q4 2021 and has held it in 7 quarters since. The position peaked at $305K in Q4 2021. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Neumann Capital Management held 1,524 shares of iShares Russell Mid-Cap Value ETF worth $251K as of Q2 2026.
Neumann Capital Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.17% of Neumann Capital Management's portfolio in Q2 2026, its #52 holding.
Neumann Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 7 quarters since.
Neumann Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $305K in Q4 2021.
216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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