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 Q3	$2.99M	Hold	14,297	–	–	0.12%	68
2026 Q2	$3.16M	Hold	14,297	–	–	0.13%	66
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Sonata Capital Group Seattle, Washington $314M AUM 13.54% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Klingman & Associates's IWN Position: Q3 2026 in Review

Klingman & Associates held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 14,297 shares worth $2.99M. The position accounts for 0.12% of the portfolio, ranked #68.

Klingman & Associates first reported a position in IWN in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.16M in Q2 2026. 247 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

Klingman & Associates held 14,297 shares of iShares Russell 2000 Value ETF worth $2.99M as of Q3 2026.
Klingman & Associates left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
iShares Russell 2000 Value ETF made up 0.12% of Klingman & Associates's portfolio in Q3 2026, its #68 holding.
Klingman & Associates first reported a position in iShares Russell 2000 Value ETF in Q2 2020 and has held it in 26 quarters since.
Klingman & Associates's iShares Russell 2000 Value ETF position peaked at $3.16M in Q2 2026.
247 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.