Klingman & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $621K | Hold |
2,504
| – | – | 0.03% | 192 |
|
|
2026
Q2 | $607K | Sell |
2,504
-129
| -5% | -$30K | 0.03% | 181 |
|
|
2026
Q1 | $563K | Hold |
2,633
| – | – | 0.03% | 181 |
|
|
2025
Q4 | $554K | Hold |
2,633
| – | – | 0.03% | 181 |
|
|
2025
Q3 | $536K | Buy |
2,633
+12
| +0.5% | +$2.39K | 0.03% | 184 |
|
|
2025
Q2 | $509K | Hold |
2,621
| – | – | 0.03% | 174 |
|
|
2025
Q1 | $493K | Sell |
2,621
-26
| -1% | -$4.95K | 0.03% | 159 |
|
|
2024
Q4 | $490K | Buy |
2,647
+439
| +20% | +$84.2K | 0.03% | 153 |
|
|
2024
Q3 | $419K | Hold |
2,208
| – | – | 0.03% | 178 |
|
|
2024
Q2 | $385K | Hold |
2,208
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $395K | Sell |
2,208
-10
| -0.5% | -$1.69K | 0.03% | 171 |
|
|
2023
Q4 | $367K | Hold |
2,218
| – | – | 0.03% | 165 |
|
|
2023
Q3 | $337K | Sell |
2,218
-358
| -14% | -$56.8K | 0.03% | 163 |
|
|
2023
Q2 | $407K | Buy |
2,576
+358
| +16% | +$54.7K | 0.03% | 144 |
|
|
2023
Q1 | $338K | Hold |
2,218
| – | – | 0.03% | 149 |
|
|
2022
Q4 | $336K | Hold |
2,218
| – | – | 0.03% | 147 |
|
|
2022
Q3 | $302K | Sell |
2,218
-1,245
| -36% | -$187K | 0.03% | 149 |
|
|
2022
Q2 | $502K | Hold |
3,463
| – | – | 0.05% | 107 |
|
|
2022
Q1 | $575K | Sell |
3,463
-153
| -4% | -$25.1K | 0.05% | 107 |
|
|
2021
Q4 | $607K | Hold |
3,616
| – | – | 0.05% | 96 |
|
|
2021
Q3 | $566K | Hold |
3,616
| – | – | 0.05% | 92 |
|
|
2021
Q2 | $574K | Buy |
3,616
+223
| +7% | +$35.3K | 0.06% | 91 |
|
|
2021
Q1 | $514K | Hold |
3,393
| – | – | 0.05% | 92 |
|
|
2020
Q4 | $464K | Buy |
+3,393
| New | +$435K | 0.05% | 94 |
|
|
2020
Q1 | – | Sell |
-1,660
| Closed | -$227K | – | 131 |
|
|
2019
Q4 | $227K | Buy |
+1,660
| New | +$219K | 0.04% | 127 |
|
|
2018
Q2 | – | Sell |
-3,392
| Closed | -$407K | – | 109 |
|
|
2018
Q1 | $407K | Hold |
3,392
| – | – | 0.09% | 70 |
|
|
2017
Q4 | $422K | Hold |
3,392
| – | – | 0.09% | 77 |
|
|
2017
Q3 | $402K | Sell |
3,392
-380
| -10% | -$44.3K | 0.1% | 65 |
|
|
2017
Q2 | $439K | Hold |
3,772
| – | – | 0.12% | 62 |
|
|
2017
Q1 | $434K | Buy |
3,772
+634
| +20% | +$72.7K | 0.12% | 65 |
|
|
2016
Q4 | $352K | Hold |
3,138
| – | – | 0.11% | 67 |
|
|
2016
Q3 | $331K | Sell |
3,138
-50
| -2% | -$5.27K | 0.1% | 73 |
|
|
2016
Q2 | $329K | Hold |
3,188
| – | – | 0.11% | 72 |
|
|
2016
Q1 | $315K | Sell |
3,188
-16
| -0.5% | -$1.5K | 0.11% | 75 |
|
|
2015
Q4 | $314K | Sell |
3,204
-903
| -22% | -$89.6K | 0.12% | 80 |
|
|
2015
Q3 | $383K | Buy |
4,107
+696
| +20% | +$69.1K | 0.15% | 72 |
|
|
2015
Q2 | $352K | Sell |
3,411
-130
| -4% | -$13.6K | 0.14% | 65 |
|
|
2015
Q1 | $365K | Buy |
3,541
+16
| +0.5% | +$1.66K | 0.15% | 61 |
|
|
2014
Q4 | $368K | Buy |
+3,525
| New | +$359K | 0.15% | 61 |
|
Other funds holding IWD
Klingman & Associates's IWD Position: Q3 2026 in Review
Klingman & Associates held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 2,504 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #192.
Klingman & Associates first reported a position in IWD in Q4 2014 and has held it in 39 quarters since. 602 funds tracked by Wall St. Rank hold IWD as of Q3 2026.
- Klingman & Associates held 2,504 shares of iShares Russell 1000 Value ETF worth $621K as of Q3 2026.
- Klingman & Associates left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
- iShares Russell 1000 Value ETF made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #192 holding.
- Klingman & Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 39 quarters since.
- 602 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.
Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.