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Klingman & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Klingman & Associates’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.75M Sell
31,249
-359
-1% -$92.6K 0.37% 39
2025
Q4 		$7.78M Sell
31,608
-415
-1% -$102K 0.38% 42
2025
Q3 		$7.75M Sell
32,023
-59
-0.2% -$13.5K 0.39% 39
2025
Q2 		$6.92M Sell
32,082
-49
-0.2% -$9.86K 0.38% 39
2025
Q1 		$6.41M Buy
32,131
+1
+0% +$217 0.39% 38
2024
Q4 		$7.1M Sell
32,130
-984
-3% -$224K 0.44% 38
2024
Q3 		$7.31M Sell
33,114
-238
-0.7% -$50.9K 0.45% 37
2024
Q2 		$6.77M Buy
33,352
+809
+2% +$163K 0.46% 37
2024
Q1 		$6.84M Sell
32,543
-141
-0.4% -$28.1K 0.47% 36
2023
Q4 		$6.56M Sell
32,684
-245
-0.7% -$43.9K 0.48% 36
2023
Q3 		$5.82M Sell
32,929
-268
-0.8% -$50.3K 0.47% 35
2023
Q2 		$6.22M Buy
33,197
+240
+0.7% +$42.8K 0.5% 34
2023
Q1 		$5.88M Buy
32,957
+2
+0% +$368 0.51% 35
2022
Q4 		$5.75M Buy
32,955
+1,397
+4% +$248K 0.5% 35
2022
Q3 		$5.2M Buy
31,558
+3
+0% +$547 0.51% 33
2022
Q2 		$5.34M Sell
31,555
-58
-0.2% -$10.7K 0.52% 33
2022
Q1 		$6.49M Buy
31,613
+1
+0% +$204 0.55% 29
2021
Q4 		$7.03M Buy
31,612
+2
+0% +$452 0.6% 28
2021
Q3 		$6.92M Buy
31,610
+2
+0% +$443 0.65% 29
2021
Q2 		$7.25M Sell
31,608
-23
-0.1% -$5.17K 0.7% 27
2021
Q1 		$6.99M Sell
31,631
-109
-0.3% -$23.8K 0.72% 27
2020
Q4 		$6.22M Buy
31,740
+227
+0.7% +$39.7K 0.72% 26
2020
Q3 		$4.72M Sell
31,513
-35
-0.1% -$5.26K 0.64% 26
2020
Q2 		$4.52M Sell
31,548
-4,295
-12% -$564K 0.69% 28
2020
Q1 		$4.1M Buy
35,843
+37
+0.1% +$5.52K 0.84% 27
2019
Q4 		$5.93M Buy
35,806
+2
+0% +$316 0.97% 19
2019
Q3 		$5.42M Buy
35,804
+2
+0% +$305 0.97% 20
2019
Q2 		$5.57M Buy
35,802
+2
+0% +$308 1.03% 21
2019
Q1 		$5.48M Buy
35,800
+2
+0% +$301 1.07% 21
2018
Q4 		$4.79M Buy
35,798
+496
+1% +$74K 1.08% 21
2018
Q3 		$5.95M Buy
35,302
+414
+1% +$69.9K 1.22% 17
2018
Q2 		$5.71M Sell
34,888
-628
-2% -$100K 1.23% 18
2018
Q1 		$5.39M Buy
35,516
+2
+0% +$309 1.21% 17
2017
Q4 		$5.42M Sell
35,514
-46
-0.1% -$6.91K 1.18% 17
2017
Q3 		$5.27M Buy
35,560
+4
+0% +$563 1.3% 17
2017
Q2 		$5.01M Sell
35,556
-3,330
-9% -$461K 1.34% 18
2017
Q1 		$5.35M Sell
38,886
-28
-0.1% -$3.83K 1.48% 16
2016
Q4 		$5.25M Sell
38,914
-158
-0.4% -$20.2K 1.59% 13
2016
Q3 		$4.85M Sell
39,072
-203
-0.5% -$24.7K 1.46% 14
2016
Q2 		$4.52M Buy
39,275
+230
+0.6% +$25.9K 1.46% 16
2016
Q1 		$4.32M Buy
39,045
+1,100
+3% +$114K 1.55% 15
2015
Q4 		$4.27M Buy
37,945
+17,500
+86% +$2.02M 1.6% 16
2015
Q3 		$2.23M Hold
20,445
– – 0.88% 21
2015
Q2 		$2.55M Sell
20,445
-330
-2% -$41.2K 1% 18
2015
Q1 		$2.58M Hold
20,775
– – 1.06% 15
2014
Q4 		$2.48M Buy
+20,775
New +$2.38M 1.03% 16

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Klingman & Associates reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q1 2026, selling an estimated $92.6K and leaving 31,249 shares worth $7.75M. The position accounts for 0.37% of the portfolio, ranked #39.

Klingman & Associates first reported a position in IWM in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.78M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Klingman & Associates held 31,249 shares of iShares Russell 2000 ETF worth $7.75M as of Q1 2026.
  • Klingman & Associates sold 359 iShares Russell 2000 ETF shares in Q1 2026, an estimated $92.6K.
  • iShares Russell 2000 ETF made up 0.37% of Klingman & Associates's portfolio in Q1 2026, its #39 holding.
  • Klingman & Associates first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 46 quarters since.
  • Klingman & Associates's iShares Russell 2000 ETF position peaked at $7.78M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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