Number of Shares
210,656.00
Current Holdings Value*
$12.29 Mil
% of Portfolio
4.25%
Total Estimate Gain
$7.90 Mil
% of Total Estimate Gain
90.84%

Neumann Capital Management, LLC's iShares Core S&P Mid-Cap ETF Holding Summary

As of 2025-03-31, Neumann Capital Management, LLC held 210,656.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $12.29 Mil. This investment constitutes 4.25% of their stock portfolio, and Neumann Capital Management, LLC now holds 0.01% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.

The initial trade took place in 2014Q4. And since then Neumann Capital Management, LLC has made 18 purchases of IJH, at an average price of $31.08, for a total of 279,789.00 shares. In addition, there have been 12 sales at an average price of $46.71 for 69,133.00 shares. Based on historical transaction data and IJH's current price of $63.44, Neumann Capital Management, LLC's estimated gain on his IJH holdings is $7.90 Mil, reflecting a 90.84% gain to date.

Neumann Capital Management, LLC IJH ($63.44) Holding Chart

Neumann Capital Management, LLC IJH ($63.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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