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 Q3	$257K	Buy	1,599 +75	+5%	+$12.6K	0.07%	101
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

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

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

Neumann Capital Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.9% in Q3 2026, buying an estimated $12.6K and bringing the position to 1,599 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #101.

Neumann Capital Management first reported a position in IWS in Q4 2021 and has held it in 8 quarters since. The position peaked at $305K in Q4 2021. 926 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Neumann Capital Management held 1,599 shares of iShares Russell Mid-Cap Value ETF worth $257K as of Q3 2026.
Neumann Capital Management bought 75 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $12.6K.
iShares Russell Mid-Cap Value ETF made up 0.07% of Neumann Capital Management's portfolio in Q3 2026, its #101 holding.
Neumann Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 8 quarters since.
Neumann Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $305K in Q4 2021.
926 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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