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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Klingman & Associates increased its iShares S&P 500 Growth ETF (IVW) stake by 5.4% in Q1 2026, buying an estimated $22.7K and bringing the position to 3,671 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #216.

Klingman & Associates first reported a position in IVW in Q4 2021 and has held it in 13 quarters since. The position peaked at $587K in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Klingman & Associates held 3,671 shares of iShares S&P 500 Growth ETF worth $415K as of Q1 2026.
Klingman & Associates bought 189 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $22.7K.
iShares S&P 500 Growth ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #216 holding.
Klingman & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 13 quarters since.
Klingman & Associates's iShares S&P 500 Growth ETF position peaked at $587K in Q4 2024.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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