Klingman & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $344M | Buy |
526,701
+12,506
| +2% | +$8.54M | 16.47% | 1 |
|
|
2025
Q4 | $352M | Buy |
514,195
+6,574
| +1% | +$4.46M | 16.99% | 1 |
|
|
2025
Q3 | $340M | Sell |
507,621
-4,148
| -0.8% | -$2.67M | 17.14% | 1 |
|
|
2025
Q2 | $318M | Sell |
511,769
-17,167
| -3% | -$9.86M | 17.52% | 1 |
|
|
2025
Q1 | $297M | Buy |
528,936
+5,994
| +1% | +$3.54M | 18.2% | 1 |
|
|
2024
Q4 | $308M | Buy |
522,942
+319
| +0.1% | +$189K | 18.93% | 1 |
|
|
2024
Q3 | $301M | Buy |
522,623
+9,557
| +2% | +$5.31M | 18.67% | 1 |
|
|
2024
Q2 | $281M | Buy |
513,066
+10,749
| +2% | +$5.65M | 18.97% | 1 |
|
|
2024
Q1 | $264M | Buy |
502,317
+6,559
| +1% | +$3.28M | 18.32% | 1 |
|
|
2023
Q4 | $237M | Buy |
495,758
+12,108
| +3% | +$5.42M | 17.38% | 1 |
|
|
2023
Q3 | $208M | Buy |
483,650
+12,573
| +3% | +$5.62M | 16.79% | 1 |
|
|
2023
Q2 | $210M | Buy |
471,077
+8,865
| +2% | +$3.74M | 16.94% | 1 |
|
|
2023
Q1 | $190M | Buy |
462,212
+13,499
| +3% | +$5.41M | 16.36% | 1 |
|
|
2022
Q4 | $172M | Buy |
448,713
+10,934
| +2% | +$4.22M | 15.12% | 1 |
|
|
2022
Q3 | $157M | Sell |
437,779
-38,750
| -8% | -$15.5M | 15.42% | 1 |
|
|
2022
Q2 | $181M | Buy |
476,529
+16,118
| +4% | +$6.63M | 17.65% | 1 |
|
|
2022
Q1 | $209M | Buy |
460,411
+13,092
| +3% | +$5.86M | 17.74% | 1 |
|
|
2021
Q4 | $213M | Buy |
447,319
+16,835
| +4% | +$7.76M | 18.33% | 1 |
|
|
2021
Q3 | $185M | Buy |
430,484
+13,268
| +3% | +$5.88M | 17.33% | 1 |
|
|
2021
Q2 | $179M | Buy |
417,216
+13,332
| +3% | +$5.58M | 17.2% | 1 |
|
|
2021
Q1 | $161M | Buy |
403,884
+32,143
| +9% | +$12.4M | 16.61% | 1 |
|
|
2020
Q4 | $140M | Buy |
371,741
+35,402
| +11% | +$12.6M | 16.11% | 1 |
|
|
2020
Q3 | $113M | Buy |
336,339
+8,533
| +3% | +$2.84M | 15.21% | 1 |
|
|
2020
Q2 | $102M | Buy |
327,806
+23,713
| +8% | +$6.96M | 15.52% | 1 |
|
|
2020
Q1 | $78.6M | Sell |
304,093
-83,229
| -21% | -$25.5M | 16.03% | 1 |
|
|
2019
Q4 | $125M | Buy |
387,322
+38,203
| +11% | +$11.8M | 20.49% | 1 |
|
|
2019
Q3 | $104M | Buy |
349,119
+35,526
| +11% | +$10.6M | 18.66% | 1 |
|
|
2019
Q2 | $92.4M | Buy |
313,593
+13,284
| +4% | +$3.85M | 17.17% | 1 |
|
|
2019
Q1 | $85.5M | Buy |
300,309
+7,973
| +3% | +$2.18M | 16.66% | 1 |
|
|
2018
Q4 | $73.6M | Buy |
292,336
+26,244
| +10% | +$7.13M | 16.56% | 1 |
|
|
2018
Q3 | $77.9M | Buy |
266,092
+7,909
| +3% | +$2.27M | 15.95% | 1 |
|
|
2018
Q2 | $70.5M | Buy |
258,183
+12,231
| +5% | +$3.33M | 15.17% | 1 |
|
|
2018
Q1 | $65.3M | Buy |
245,952
+13,965
| +6% | +$3.84M | 14.64% | 1 |
|
|
2017
Q4 | $62.4M | Buy |
231,987
+3,428
| +1% | +$898K | 13.63% | 1 |
|
|
2017
Q3 | $57.8M | Buy |
228,559
+12,937
| +6% | +$3.21M | 14.22% | 1 |
|
|
2017
Q2 | $52.5M | Buy |
215,622
+11,869
| +6% | +$2.86M | 14% | 1 |
|
|
2017
Q1 | $48.3M | Buy |
203,753
+21,454
| +12% | +$5.02M | 13.41% | 1 |
|
|
2016
Q4 | $41M | Buy |
182,299
+11,727
| +7% | +$2.58M | 12.45% | 1 |
|
|
2016
Q3 | $37.1M | Buy |
170,572
+17,697
| +12% | +$3.85M | 11.18% | 1 |
|
|
2016
Q2 | $32.2M | Buy |
152,875
+36,659
| +32% | +$7.65M | 10.41% | 2 |
|
|
2016
Q1 | $24M | Buy |
116,216
+24,410
| +27% | +$4.79M | 8.61% | 2 |
|
|
2015
Q4 | $18.8M | Sell |
91,806
-32,954
| -26% | -$6.81M | 7.03% | 4 |
|
|
2015
Q3 | $24M | Buy |
124,760
+12,556
| +11% | +$2.56M | 9.43% | 2 |
|
|
2015
Q2 | $23.3M | Buy |
112,204
+32,005
| +40% | +$6.78M | 9.15% | 2 |
|
|
2015
Q1 | $16.7M | Buy |
80,199
+11,001
| +16% | +$2.29M | 6.85% | 5 |
|
|
2014
Q4 | $14.3M | Buy |
+69,198
| New | +$14M | 5.95% | 5 |
|
Other funds holding IVV
Klingman & Associates's IVV Position: Q1 2026 in Review
Klingman & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q1 2026, buying an estimated $8.54M and bringing the position to 526,701 shares worth $344M. The position accounts for 16.47% of the portfolio, ranked #1.
Klingman & Associates first reported a position in IVV in Q4 2014 and has held it in 46 quarters since. The position peaked at $352M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Klingman & Associates held 526,701 shares of iShares Core S&P 500 ETF worth $344M as of Q1 2026.
- Klingman & Associates bought 12,506 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $8.54M.
- iShares Core S&P 500 ETF made up 16.47% of Klingman & Associates's portfolio in Q1 2026, its #1 holding.
- Klingman & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 46 quarters since.
- Klingman & Associates's iShares Core S&P 500 ETF position peaked at $352M in Q4 2025.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.