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 Q2	$504K	Hold	1,280	–	–	0.02%	201
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Klingman & Associates's IWO Position: Q2 2026 in Review

Klingman & Associates held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,280 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #201.

Klingman & Associates first reported a position in IWO in Q3 2021 and has held it in 15 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Klingman & Associates held 1,280 shares of iShares Russell 2000 Growth ETF worth $504K as of Q2 2026.
Klingman & Associates left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #201 holding.
Klingman & Associates first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and has held it in 15 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.