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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Klingman & Associates increased its iShares Russell 1000 ETF (IWB) stake by 1.1% in Q1 2026, buying an estimated $85.7K and bringing the position to 22,034 shares worth $7.86M. The position accounts for 0.38% of the portfolio, ranked #38.

Klingman & Associates first reported a position in IWB in Q2 2015 and has held it in 44 quarters since. The position peaked at $8.14M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Klingman & Associates held 22,034 shares of iShares Russell 1000 ETF worth $7.86M as of Q1 2026.
Klingman & Associates bought 230 iShares Russell 1000 ETF shares in Q1 2026, an estimated $85.7K.
iShares Russell 1000 ETF made up 0.38% of Klingman & Associates's portfolio in Q1 2026, its #38 holding.
Klingman & Associates first reported a position in iShares Russell 1000 ETF in Q2 2015 and has held it in 44 quarters since.
Klingman & Associates's iShares Russell 1000 ETF position peaked at $8.14M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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