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Klingman & Associates’s iShares S&P 500 Value ETF IVE Stock Holding History

Klingman & Associates’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$594K Buy
2,813
+780
+38% +$169K 0.03% 178
2025
Q4 		$431K Hold
2,033
– – 0.02% 208
2025
Q3 		$420K Hold
2,033
– – 0.02% 213
2025
Q2 		$397K Hold
2,033
– – 0.02% 202
2025
Q1 		$387K Sell
2,033
-1,095
-35% -$212K 0.02% 188
2024
Q4 		$597K Hold
3,128
– – 0.04% 132
2024
Q3 		$617K Hold
3,128
– – 0.04% 142
2024
Q2 		$569K Hold
3,128
– – 0.04% 132
2024
Q1 		$584K Hold
3,128
– – 0.04% 127
2023
Q4 		$544K Hold
3,128
– – 0.04% 125
2023
Q3 		$481K Sell
3,128
-311
-9% -$50.3K 0.04% 131
2023
Q2 		$554K Buy
3,439
+1,161
+51% +$179K 0.04% 121
2023
Q1 		$346K Buy
2,278
+27
+1% +$4.08K 0.03% 146
2022
Q4 		$327K Sell
2,251
-38
-2% -$5.42K 0.03% 150
2022
Q3 		$294K Hold
2,289
– – 0.03% 150
2022
Q2 		$315K Sell
2,289
-100
-4% -$14.8K 0.03% 146
2022
Q1 		$372K Hold
2,389
– – 0.03% 144
2021
Q4 		$374K Hold
2,389
– – 0.03% 130
2021
Q3 		$347K Hold
2,389
– – 0.03% 128
2021
Q2 		$353K Buy
2,389
+38
+2% +$5.6K 0.03% 121
2021
Q1 		$332K Buy
2,351
+46
+2% +$6.19K 0.03% 121
2020
Q4 		$295K Hold
2,305
– – 0.03% 125
2020
Q3 		$259K Buy
2,305
+250
+12% +$28.3K 0.03% 122
2020
Q2 		$222K Buy
+2,055
New +$218K 0.03% 117
2020
Q1 		– Sell
-1,930
Closed -$251K – 130
2019
Q4 		$251K Hold
1,930
– – 0.04% 118
2019
Q3 		$230K Hold
1,930
– – 0.04% 113
2019
Q2 		$225K Hold
1,930
– – 0.04% 115
2019
Q1 		$218K Buy
+1,930
New +$212K 0.04% 113
2018
Q4 		– Sell
-2,405
Closed -$279K – 111
2018
Q3 		$279K Hold
2,405
– – 0.06% 90
2018
Q2 		$265K Hold
2,405
– – 0.06% 91
2018
Q1 		$263K Hold
2,405
– – 0.06% 90
2017
Q4 		$275K Buy
+2,405
New +$266K 0.06% 96

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Klingman & Associates increased its iShares S&P 500 Value ETF (IVE) stake by 38% in Q1 2026, buying an estimated $169K and bringing the position to 2,813 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #178.

Klingman & Associates first reported a position in IVE in Q4 2017 and has held it in 32 quarters since. The position peaked at $617K in Q3 2024. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Klingman & Associates held 2,813 shares of iShares S&P 500 Value ETF worth $594K as of Q1 2026.
  • Klingman & Associates bought 780 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $169K.
  • iShares S&P 500 Value ETF made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #178 holding.
  • Klingman & Associates first reported a position in iShares S&P 500 Value ETF in Q4 2017 and has held it in 32 quarters since.
  • Klingman & Associates's iShares S&P 500 Value ETF position peaked at $617K in Q3 2024.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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