Neumann Capital Management, LLC IJR Holdings History
Neumann Capital Management, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-06-30, Neumann Capital Management, LLC held 118,642.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $12.97 Mil. This investment constitutes 4.08% of their stock portfolio, and Neumann Capital Management, LLC now holds 0.02% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2014Q4. And since then Neumann Capital Management, LLC has made 20 purchases of IJR, at an average price of $56.90, for a total of 144,077.00 shares. In addition, there have been 12 sales at an average price of $102.61 for 25,435.00 shares. Based on historical transaction data and IJR's current price of $112.64, Neumann Capital Management, LLC's estimated gain on his IJR holdings is $7.77 Mil, reflecting a 94.83% gain to date.
Neumann Capital Management, LLC IJR ($112.64) Holding Chart
Neumann Capital Management, LLC IJR ($112.64) 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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