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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$402K	Hold	1,280	–	–	0.02%	223
2025 Q4	$413K	Buy	1,280 +378	+42%	+$123K	0.02%	213
2025 Q3	$289K	Hold	902	–	–	0.01%	258
2025 Q2	$258K	Hold	902	–	–	0.01%	270
2025 Q1	$230K	Hold	902	–	–	0.01%	245
2024 Q4	$260K	Hold	902	–	–	0.02%	222
2024 Q3	$256K	Hold	902	–	–	0.02%	234
2024 Q2	$237K	Hold	902	–	–	0.02%	221
2024 Q1	$244K	Hold	902	–	–	0.02%	214
2023 Q4	$228K	Hold	902	–	–	0.02%	213
2023 Q3	$202K	Buy	+902	New	+$216K	0.02%	212
2022 Q2	–	Sell	-819	Closed	-$209K	–	203
2022 Q1	$209K	Hold	819	–	–	0.02%	197
2021 Q4	$240K	Buy	819 +83	+11%	+$25K	0.02%	164
2021 Q3	$216K	Buy	+736	New	+$221K	0.02%	161

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TCIIS

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

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

Klingman & Associates held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,280 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #223.

Klingman & Associates first reported a position in IWO in Q3 2021 and has held it in 14 quarters since. The position peaked at $413K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Klingman & Associates held 1,280 shares of iShares Russell 2000 Growth ETF worth $402K as of Q1 2026.
Klingman & Associates left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #223 holding.
Klingman & Associates first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and has held it in 14 quarters since.
Klingman & Associates's iShares Russell 2000 Growth ETF position peaked at $413K in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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