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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.71M	Hold	14,297	–	–	0.13%	69
2025 Q4	$2.59M	Buy	14,297 +1,355	+10%	+$243K	0.13%	71
2025 Q3	$2.29M	Hold	12,942	–	–	0.12%	75
2025 Q2	$2.04M	Hold	12,942	–	–	0.11%	78
2025 Q1	$1.95M	Hold	12,942	–	–	0.12%	73
2024 Q4	$2.12M	Hold	12,942	–	–	0.13%	68
2024 Q3	$2.16M	Hold	12,942	–	–	0.13%	69
2024 Q2	$1.97M	Buy	12,942 +271	+2%	+$41.4K	0.13%	68
2024 Q1	$2.01M	Hold	12,671	–	–	0.14%	67
2023 Q4	$1.97M	Hold	12,671	–	–	0.14%	64
2023 Q3	$1.72M	Buy	12,671 +124	+1%	+$17.8K	0.14%	66
2023 Q2	$1.77M	Hold	12,547	–	–	0.14%	65
2023 Q1	$1.72M	Buy	12,547 +31	+0.2%	+$4.49K	0.15%	61
2022 Q4	$1.74M	Hold	12,516	–	–	0.15%	60
2022 Q3	$1.61M	Hold	12,516	–	–	0.16%	57
2022 Q2	$1.7M	Hold	12,516	–	–	0.17%	57
2022 Q1	$2.02M	Hold	12,516	–	–	0.17%	54
2021 Q4	$2.08M	Hold	12,516	–	–	0.18%	49
2021 Q3	$2M	Hold	12,516	–	–	0.19%	47
2021 Q2	$2.08M	Hold	12,516	–	–	0.2%	46
2021 Q1	$2M	Buy	12,516 +110	+0.9%	+$16.6K	0.21%	44
2020 Q4	$1.63M	Hold	12,406	–	–	0.19%	48
2020 Q3	$1.23M	Hold	12,406	–	–	0.17%	48
2020 Q2	$1.21M	Buy	+12,406	New	+$1.13M	0.18%	49

Other funds holding IWN

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

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

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

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

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

Klingman & Associates held its iShares Russell 2000 Value ETF (IWN) position steady in Q1 2026 at 14,297 shares worth $2.71M. The position accounts for 0.13% of the portfolio, ranked #69.

Klingman & Associates first reported a position in IWN in Q2 2020 and has held it in 24 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Klingman & Associates held 14,297 shares of iShares Russell 2000 Value ETF worth $2.71M as of Q1 2026.
Klingman & Associates left its iShares Russell 2000 Value ETF share count unchanged in Q1 2026.
iShares Russell 2000 Value ETF made up 0.13% of Klingman & Associates's portfolio in Q1 2026, its #69 holding.
Klingman & Associates first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and has held it in 24 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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