Klingman & Associates’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$505K	Hold	3,671	–	–	0.02%	200
2026 Q1	$415K	Buy	3,671 +189	+5%	+$22.7K	0.02%	216
2025 Q4	$429K	Hold	3,482	–	–	0.02%	209
2025 Q3	$420K	Hold	3,482	–	–	0.02%	212
2025 Q2	$383K	Hold	3,482	–	–	0.02%	207
2025 Q1	$323K	Sell	3,482 -2,300	-40%	-$232K	0.02%	214
2024 Q4	$587K	Hold	5,782	–	–	0.04%	135
2024 Q3	$554K	Hold	5,782	–	–	0.03%	149
2024 Q2	$535K	Hold	5,782	–	–	0.04%	136
2024 Q1	$488K	Hold	5,782	–	–	0.03%	138
2023 Q4	$434K	Hold	5,782	–	–	0.03%	145
2023 Q3	$396K	Sell	5,782 -1,097	-16%	-$77.6K	0.03%	151
2023 Q2	$485K	Buy	+6,879	New	+$455K	0.04%	129
2022 Q1	–	Sell	-2,596	Closed	-$217K	–	209
2021 Q4	$217K	Buy	+2,596	New	+$209K	0.02%	172

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Klingman & Associates's IVW Position: Q2 2026 in Review

Klingman & Associates held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,671 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #200.

Klingman & Associates first reported a position in IVW in Q4 2021 and has held it in 14 quarters since. The position peaked at $587K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Klingman & Associates held 3,671 shares of iShares S&P 500 Growth ETF worth $505K as of Q2 2026.
Klingman & Associates left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #200 holding.
Klingman & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 14 quarters since.
Klingman & Associates's iShares S&P 500 Growth ETF position peaked at $587K in Q4 2024.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.