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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.09M	Buy	28,948 +16	+0.1%	+$1.82K	0.15%	60
2025 Q4	$3.42M	Buy	28,932 +20,208	+232%	+$2.39M	0.17%	58
2025 Q3	$1.02M	Sell	8,724 -2,364	-21%	-$263K	0.05%	121
2025 Q2	$1.18M	Buy	11,088 +8	+0.1%	+$765	0.06%	106
2025 Q1	$1M	Buy	11,080 +2,412	+28%	+$238K	0.06%	106
2024 Q4	$870K	Buy	8,668 +780	+10%	+$76.7K	0.05%	111
2024 Q3	$740K	Hold	7,888	–	–	0.05%	128
2024 Q2	$719K	Sell	7,888 -96	-1%	-$8.2K	0.05%	115
2024 Q1	$673K	Buy	7,984 +476	+6%	+$38.4K	0.05%	120
2023 Q4	$569K	Sell	7,508 -128	-2%	-$9.05K	0.04%	120
2023 Q3	$508K	Sell	7,636 -864	-10%	-$59.7K	0.04%	129
2023 Q2	$585K	Buy	8,500 +824	+11%	+$52.4K	0.05%	119
2023 Q1	$469K	Hold	7,676	–	–	0.04%	120
2022 Q4	$411K	Sell	7,676 -196	-2%	-$10.8K	0.04%	131
2022 Q3	$414K	Hold	7,872	–	–	0.04%	121
2022 Q2	$430K	Hold	7,872	–	–	0.04%	119
2022 Q1	$546K	Hold	7,872	–	–	0.05%	114
2021 Q4	$601K	Hold	7,872	–	–	0.05%	97
2021 Q3	$539K	Sell	7,872 -32	-0.4%	-$2.26K	0.05%	94
2021 Q2	$536K	Buy	7,904 +520	+7%	+$33.5K	0.05%	95
2021 Q1	$449K	Hold	7,384	–	–	0.05%	101
2020 Q4	$445K	Buy	7,384 +2,424	+49%	+$138K	0.05%	98
2020 Q3	$269K	Hold	4,960	–	–	0.04%	118
2020 Q2	$238K	Buy	+4,960	New	+$219K	0.04%	113
2020 Q1	–	Sell	-4,960	Closed	-$218K	–	132
2019 Q4	$218K	Buy	+4,960	New	+$207K	0.04%	130
2018 Q2	–	Sell	-19,204	Closed	-$653K	–	110
2018 Q1	$653K	Hold	19,204	–	–	0.15%	55
2017 Q4	$647K	Hold	19,204	–	–	0.14%	59
2017 Q3	$600K	Sell	19,204 -1,068	-5%	-$32.7K	0.15%	52
2017 Q2	$603K	Hold	20,272	–	–	0.16%	51
2017 Q1	$577K	Buy	20,272 +1,264	+7%	+$35.1K	0.16%	52
2016 Q4	$498K	Buy	19,008 +684	+4%	+$17.8K	0.15%	54
2016 Q3	$477K	Sell	18,324 -520	-3%	-$13.5K	0.14%	57
2016 Q2	$473K	Hold	18,844	–	–	0.15%	55
2016 Q1	$470K	Hold	18,844	–	–	0.17%	59
2015 Q4	$469K	Sell	18,844 -4,552	-19%	-$114K	0.18%	64
2015 Q3	$543K	Buy	23,396 +452	+2%	+$11.1K	0.21%	61
2015 Q2	$568K	Buy	22,944 +2,516	+12%	+$63.3K	0.22%	50
2015 Q1	$505K	Hold	20,428	–	–	0.21%	52
2014 Q4	$488K	Buy	+20,428	New	+$478K	0.2%	55

Other funds holding IWF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

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

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

Klingman & Associates increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.06% in Q1 2026, buying an estimated $1.82K and bringing the position to 28,948 shares worth $3.09M. The position accounts for 0.15% of the portfolio, ranked #60.

Klingman & Associates first reported a position in IWF in Q4 2014 and has held it in 39 quarters since. The position peaked at $3.42M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Klingman & Associates held 28,948 shares of iShares Russell 1000 Growth ETF worth $3.09M as of Q1 2026.
Klingman & Associates bought 16 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $1.82K.
iShares Russell 1000 Growth ETF made up 0.15% of Klingman & Associates's portfolio in Q1 2026, its #60 holding.
Klingman & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2014 and has held it in 39 quarters since.
Klingman & Associates's iShares Russell 1000 Growth ETF position peaked at $3.42M in Q4 2025.
2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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