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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$201K	Buy	+1,524	New	+$201K	0.06%	100
2024 Q4	–	Sell	-1,524	Closed	-$202K	–	103
2024 Q3	$202K	Buy	+1,524	New	+$202K	0.07%	101
2022 Q1	–	Sell	-2,495	Closed	-$305K	–	91
2021 Q4	$305K	Buy	+2,495	New	+$305K	0.12%	78