Klingman & Associates’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.89M	Sell	21,719 -315	-1%	-$125K	0.38%	39
2026 Q1	$7.86M	Buy	22,034 +230	+1%	+$85.7K	0.38%	38
2025 Q4	$8.14M	Sell	21,804 -249	-1%	-$92.2K	0.39%	40
2025 Q3	$8.06M	Hold	22,053	–	–	0.41%	38
2025 Q2	$7.49M	Hold	22,053	–	–	0.41%	38
2025 Q1	$6.76M	Hold	22,053	–	–	0.41%	37
2024 Q4	$7.1M	Sell	22,053 -50	-0.2%	-$16.2K	0.44%	37
2024 Q3	$6.95M	Hold	22,103	–	–	0.43%	38
2024 Q2	$6.58M	Hold	22,103	–	–	0.44%	38
2024 Q1	$6.37M	Hold	22,103	–	–	0.44%	38
2023 Q4	$5.8M	Sell	22,103 -20	-0.1%	-$4.9K	0.43%	38
2023 Q3	$5.2M	Hold	22,123	–	–	0.42%	39
2023 Q2	$5.39M	Hold	22,123	–	–	0.44%	36
2023 Q1	$4.98M	Hold	22,123	–	–	0.43%	37
2022 Q4	$4.66M	Buy	22,123 +690	+3%	+$146K	0.41%	37
2022 Q3	$4.23M	Sell	21,433 -1,500	-7%	-$329K	0.42%	36
2022 Q2	$4.76M	Buy	22,933 +2,400	+12%	+$542K	0.47%	36
2022 Q1	$5.13M	Hold	20,533	–	–	0.44%	33
2021 Q4	$5.43M	Hold	20,533	–	–	0.47%	33
2021 Q3	$4.96M	Sell	20,533 -20	-0.1%	-$4.97K	0.46%	34
2021 Q2	$4.97M	Hold	20,553	–	–	0.48%	33
2021 Q1	$4.6M	Hold	20,553	–	–	0.48%	32
2020 Q4	$4.35M	Sell	20,553 -18	-0.1%	-$3.59K	0.5%	33
2020 Q3	$3.85M	Hold	20,571	–	–	0.52%	32
2020 Q2	$3.53M	Buy	20,571 +580	+3%	+$93.8K	0.54%	33
2020 Q1	$2.83M	Hold	19,991	–	–	0.58%	33
2019 Q4	$3.57M	Buy	19,991 +40	+0.2%	+$6.83K	0.58%	29
2019 Q3	$3.28M	Hold	19,951	–	–	0.59%	29
2019 Q2	$3.25M	Hold	19,951	–	–	0.6%	30
2019 Q1	$3.14M	Hold	19,951	–	–	0.61%	29
2018 Q4	$2.77M	Sell	19,951 -1,618	-8%	-$242K	0.62%	28
2018 Q3	$3.49M	Hold	21,569	–	–	0.71%	23
2018 Q2	$3.28M	Hold	21,569	–	–	0.71%	23
2018 Q1	$3.17M	Hold	21,569	–	–	0.71%	23
2017 Q4	$3.21M	Hold	21,569	–	–	0.7%	23
2017 Q3	$3.02M	Hold	21,569	–	–	0.74%	23
2017 Q2	$2.92M	Sell	21,569 -64	-0.3%	-$8.54K	0.78%	22
2017 Q1	$2.84M	Hold	21,633	–	–	0.79%	23
2016 Q4	$2.69M	Buy	21,633 +320	+2%	+$38.9K	0.82%	23
2016 Q3	$2.57M	Sell	21,313 -10	-0%	-$1.2K	0.77%	24
2016 Q2	$2.49M	Hold	21,323	–	–	0.81%	22
2016 Q1	$2.43M	Hold	21,323	–	–	0.87%	23
2015 Q4	$2.42M	Buy	21,323 +15,800	+286%	+$1.81M	0.9%	23
2015 Q3	$591K	Buy	5,523 +188	+4%	+$21.3K	0.23%	55
2015 Q2	$619K	Buy	+5,335	New	+$629K	0.24%	48

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Klingman & Associates reduced its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q2 2026, selling an estimated $125K and leaving 21,719 shares worth $8.89M. The position accounts for 0.38% of the portfolio, ranked #39.

Klingman & Associates first reported a position in IWB in Q2 2015 and has held it in 45 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Klingman & Associates held 21,719 shares of iShares Russell 1000 ETF worth $8.89M as of Q2 2026.
Klingman & Associates sold 315 iShares Russell 1000 ETF shares in Q2 2026, an estimated $125K.
iShares Russell 1000 ETF made up 0.38% of Klingman & Associates's portfolio in Q2 2026, its #39 holding.
Klingman & Associates first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 45 quarters since.
1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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