Klingman & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Klingman & Associates’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$73.7M	Buy	592,795 +25,363	+4%	+$3.22M	3.53%	7
2025 Q4	$68.2M	Buy	567,432 +15,881	+3%	+$1.9M	3.29%	9
2025 Q3	$65.5M	Buy	551,551 +17,025	+3%	+$1.96M	3.31%	9
2025 Q2	$58.4M	Sell	534,526 -15,364	-3%	-$1.59M	3.22%	8
2025 Q1	$57.5M	Buy	549,890 +12,566	+2%	+$1.42M	3.52%	6
2024 Q4	$61.9M	Buy	537,324 +5,403	+1%	+$646K	3.81%	6
2024 Q3	$62.2M	Buy	531,921 +12,615	+2%	+$1.43M	3.85%	4
2024 Q2	$55.4M	Buy	519,306 +22,104	+4%	+$2.36M	3.74%	5
2024 Q1	$55M	Buy	497,202 +17,148	+4%	+$1.82M	3.81%	6
2023 Q4	$52M	Buy	480,054 +17,109	+4%	+$1.65M	3.82%	6
2023 Q3	$43.7M	Buy	462,945 +25,874	+6%	+$2.58M	3.53%	6
2023 Q2	$43.6M	Buy	437,071 +13,983	+3%	+$1.33M	3.51%	8
2023 Q1	$40.9M	Buy	423,088 +15,410	+4%	+$1.54M	3.52%	7
2022 Q4	$38.6M	Buy	407,678 +23,192	+6%	+$2.22M	3.38%	6
2022 Q3	$33.5M	Sell	384,486 -8,031	-2%	-$780K	3.29%	8
2022 Q2	$36.3M	Sell	392,517 -12,940	-3%	-$1.29M	3.54%	6
2022 Q1	$43.7M	Buy	405,457 +43,913	+12%	+$4.74M	3.72%	6
2021 Q4	$41.4M	Buy	361,544 +20,906	+6%	+$2.38M	3.56%	6
2021 Q3	$37.2M	Buy	340,638 +18,412	+6%	+$2.03M	3.47%	6
2021 Q2	$36.4M	Buy	322,226 +22,859	+8%	+$2.55M	3.49%	7
2021 Q1	$32.5M	Buy	299,367 +10,718	+4%	+$1.12M	3.36%	7
2020 Q4	$26.5M	Buy	288,649 +30,382	+12%	+$2.5M	3.06%	8
2020 Q3	$18.1M	Buy	258,267 +16,277	+7%	+$1.17M	2.44%	12
2020 Q2	$16.5M	Sell	241,990 -7,322	-3%	-$462K	2.53%	13
2020 Q1	$14M	Sell	249,312 -147,796	-37%	-$11M	2.85%	11
2019 Q4	$33.3M	Buy	397,108 +30,440	+8%	+$2.45M	5.45%	5
2019 Q3	$28.5M	Buy	366,668 +22,849	+7%	+$1.77M	5.11%	6
2019 Q2	$26.9M	Buy	343,819 +18,730	+6%	+$1.45M	5%	6
2019 Q1	$25.1M	Buy	325,089 +14,096	+5%	+$1.08M	4.89%	5
2018 Q4	$21.6M	Buy	310,993 +62,157	+25%	+$4.8M	4.86%	5
2018 Q3	$21.7M	Buy	248,836 +4,091	+2%	+$358K	4.44%	9
2018 Q2	$20.4M	Buy	244,745 +15,260	+7%	+$1.24M	4.4%	9
2018 Q1	$17.7M	Buy	229,485 +13,144	+6%	+$1.02M	3.96%	9
2017 Q4	$16.6M	Buy	216,341 +10,287	+5%	+$775K	3.63%	10
2017 Q3	$15.3M	Buy	206,054 +18,081	+10%	+$1.27M	3.76%	10
2017 Q2	$13.2M	Buy	187,973 +13,359	+8%	+$925K	3.51%	10
2017 Q1	$12.1M	Buy	174,614 +11,498	+7%	+$793K	3.35%	10
2016 Q4	$11.2M	Buy	163,116 +26,392	+19%	+$1.7M	3.4%	10
2016 Q3	$8.49M	Buy	136,724 +18,482	+16%	+$1.13M	2.56%	11
2016 Q2	$6.87M	Buy	118,242 +28,160	+31%	+$1.61M	2.22%	11
2016 Q1	$5.07M	Buy	90,082 +39,346	+78%	+$2.05M	1.82%	13
2015 Q4	$2.79M	Sell	50,736 -27,908	-35%	-$1.57M	1.04%	19
2015 Q3	$4.19M	Buy	78,644 +24,068	+44%	+$1.37M	1.64%	15
2015 Q2	$3.22M	Buy	54,576 +9,248	+20%	+$547K	1.27%	15
2015 Q1	$2.67M	Buy	45,328 +4,896	+12%	+$281K	1.1%	14
2014 Q4	$2.31M	Buy	+40,432	New	+$2.21M	0.96%	19

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Klingman & Associates's IJR Position: Q1 2026 in Review

Klingman & Associates increased its iShares Core S&P Small-Cap ETF (IJR) stake by 4.5% in Q1 2026, buying an estimated $3.22M and bringing the position to 592,795 shares worth $73.7M. The position accounts for 3.53% of the portfolio, ranked #7.

Klingman & Associates first reported a position in IJR in Q4 2014 and has held it in 46 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Klingman & Associates held 592,795 shares of iShares Core S&P Small-Cap ETF worth $73.7M as of Q1 2026.
Klingman & Associates bought 25,363 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $3.22M.
iShares Core S&P Small-Cap ETF made up 3.53% of Klingman & Associates's portfolio in Q1 2026, its #7 holding.
Klingman & Associates first reported a position in iShares Core S&P Small-Cap ETF in Q4 2014 and has held it in 46 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.