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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Buy	2,772 +2	+0.1%	+$849	0.06%	106
2025 Q1	$1M	Buy	2,770 +603	+28%	+$218K	0.06%	106
2024 Q4	$870K	Buy	2,167 +195	+10%	+$78.3K	0.05%	111
2024 Q3	$740K	Hold	1,972	–	–	0.05%	128
2024 Q2	$719K	Sell	1,972 -24	-1%	-$8.75K	0.05%	114
2024 Q1	$673K	Buy	1,996 +119	+6%	+$40.1K	0.05%	119
2023 Q4	$569K	Sell	1,877 -32	-2%	-$9.7K	0.04%	120
2023 Q3	$508K	Sell	1,909 -216	-10%	-$57.5K	0.04%	129
2023 Q2	$585K	Buy	2,125 +206	+11%	+$56.7K	0.05%	119
2023 Q1	$469K	Hold	1,919	–	–	0.04%	120
2022 Q4	$411K	Sell	1,919 -49	-2%	-$10.5K	0.04%	131
2022 Q3	$414K	Hold	1,968	–	–	0.04%	121
2022 Q2	$430K	Hold	1,968	–	–	0.04%	119
2022 Q1	$546K	Hold	1,968	–	–	0.05%	114
2021 Q4	$601K	Hold	1,968	–	–	0.05%	97
2021 Q3	$539K	Sell	1,968 -8	-0.4%	-$2.19K	0.05%	94
2021 Q2	$536K	Buy	1,976 +130	+7%	+$35.3K	0.05%	95
2021 Q1	$449K	Hold	1,846	–	–	0.05%	101
2020 Q4	$445K	Buy	1,846 +606	+49%	+$146K	0.05%	98
2020 Q3	$269K	Hold	1,240	–	–	0.04%	118
2020 Q2	$238K	Buy	+1,240	New	+$238K	0.04%	113
2020 Q1	–	Sell	-1,240	Closed	-$218K	–	132
2019 Q4	$218K	Buy	+1,240	New	+$218K	0.04%	130
2018 Q2	–	Sell	-4,801	Closed	-$653K	–	110
2018 Q1	$653K	Hold	4,801	–	–	0.15%	55
2017 Q4	$647K	Hold	4,801	–	–	0.14%	59
2017 Q3	$600K	Sell	4,801 -267	-5%	-$33.4K	0.15%	52
2017 Q2	$603K	Hold	5,068	–	–	0.16%	51
2017 Q1	$577K	Buy	5,068 +316	+7%	+$36K	0.16%	52
2016 Q4	$498K	Buy	4,752 +171	+4%	+$17.9K	0.15%	54
2016 Q3	$477K	Sell	4,581 -130	-3%	-$13.5K	0.14%	57
2016 Q2	$473K	Hold	4,711	–	–	0.15%	55
2016 Q1	$470K	Hold	4,711	–	–	0.17%	59
2015 Q4	$469K	Sell	4,711 -1,138	-19%	-$113K	0.18%	64
2015 Q3	$543K	Buy	5,849 +113	+2%	+$10.5K	0.21%	61
2015 Q2	$568K	Buy	5,736 +629	+12%	+$62.3K	0.22%	50
2015 Q1	$505K	Hold	5,107	–	–	0.21%	52
2014 Q4	$488K	Buy	+5,107	New	+$488K	0.2%	55