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 Q3	$522K	Hold	3,671	–	–	0.02%	214
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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Klingman & Associates's IVW Position: Q3 2026 in Review

Klingman & Associates held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,671 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #214.

Klingman & Associates first reported a position in IVW in Q4 2021 and has held it in 15 quarters since. The position peaked at $587K in Q4 2024. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Klingman & Associates held 3,671 shares of iShares S&P 500 Growth ETF worth $522K as of Q3 2026.
Klingman & Associates left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #214 holding.
Klingman & Associates first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 15 quarters since.
Klingman & Associates's iShares S&P 500 Growth ETF position peaked at $587K in Q4 2024.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.