ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Neumann Capital Management, LLC's Holding History (CIK: 0001631930)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,950 Value ($000) $1,103 Avg Close — Range —
Q3 2025
Shares 8,950 Value ($000) $1,080 Avg Close — Range —
Q2 2025
Shares 8,950 Value ($000) $985 Avg Close — Range —
Q1 2025
Shares 8,950 Value ($000) $831 Avg Close — Range —
Q4 2024
Shares 8,000 Value ($000) $812 Avg Close — Range —
Q3 2024
Shares 8,000 Value ($000) $766 Avg Close — Range —
Q2 2024
Shares 8,000 Value ($000) $740 Avg Close — Range —
Q1 2024
Shares 8,000 Value ($000) $676 Avg Close — Range —
Q4 2023
Shares 9,400 Value ($000) $706 Avg Close — Range —
Q3 2023
Shares 9,400 Value ($000) $643 Avg Close — Range —
Q2 2023
Shares 9,400 Value ($000) $663 Avg Close — Range —
Q1 2023
Shares 9,600 Value ($000) $613 Avg Close — Range —
Q4 2022
Shares 9,600 Value ($000) $562 Avg Close — Range —
Q3 2022
Shares 9,600 Value ($000) $555 Avg Close — Range —
Q2 2022
Shares 10,000 Value ($000) $604 Avg Close — Range —
Q1 2022
Shares 10,240 Value ($000) $782 Avg Close — Range —
Q4 2021
Shares 10,540 Value ($000) $882 Avg Close — Range —
Q3 2021
Shares 10,540 Value ($000) $779 Avg Close — Range —
Q2 2021
Shares 10,540 Value ($000) $767 Avg Close — Range —
Q1 2021
Shares 12,240 Value ($000) $797 Avg Close — Range —
Q4 2020
Shares 12,240 Value ($000) $781 Avg Close — Range —
Q3 2020
Shares 3,060 Value ($000) $707 Avg Close — Range —
Q2 2020
Shares 3,060 Value ($000) $635 Avg Close — Range —
Q1 2020
Shares 3,260 Value ($000) $538 Avg Close — Range —
Q4 2019
Shares 3,460 Value ($000) $670 Avg Close — Range —
Q3 2019
Shares 3,570 Value ($000) $643 Avg Close — Range —
Q2 2019
Shares 3,780 Value ($000) $678 Avg Close — Range —
Q1 2019
Shares 4,000 Value ($000) $689 Avg Close — Range —
Q4 2018
Shares 4,000 Value ($000) $603 Avg Close — Range —
Q3 2018
Shares 4,000 Value ($000) $709 Avg Close — Range —
Q2 2018
Shares 4,060 Value ($000) $660 Avg Close — Range —
Q1 2018
Shares 3,850 Value ($000) $597 Avg Close — Range —
Q4 2017
Shares 3,950 Value ($000) $603 Avg Close — Range —
Q3 2017
Shares 3,950 Value ($000) $567 Avg Close — Range —
Q2 2017
Shares 3,950 Value ($000) $541 Avg Close — Range —
Q1 2017
Shares 3,950 Value ($000) $520 Avg Close — Range —
Q4 2016
Shares 3,950 Value ($000) $481 Avg Close — Range —
Q3 2016
Shares 4,120 Value ($000) $501 Avg Close — Range —
Q2 2016
Shares 4,120 Value ($000) $480 Avg Close — Range —
Q1 2016
Shares 4,120 Value ($000) $478 Avg Close — Range —
Q4 2015
Shares 4,120 Value ($000) $477 Avg Close — Range —
Q3 2015
Shares 4,350 Value ($000) $469 Avg Close — Range —
Q2 2015
Shares 4,350 Value ($000) $495 Avg Close — Range —
Q1 2015
Shares 4,350 Value ($000) $496 Avg Close — Range —
Q4 2014
Shares 4,350 Value ($000) $486 Avg Close — Range —