Klingman & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34M	Sell	13,775 -22	-0.2%	-$2.2K	0.06%	109
2025 Q4	$1.33M	Sell	13,797 -100	-0.7%	-$9.62K	0.06%	110
2025 Q3	$1.34M	Hold	13,897	–	–	0.07%	102
2025 Q2	$1.28M	Buy	13,897 +1,400	+11%	+$121K	0.07%	99
2025 Q1	$1.06M	Hold	12,497	–	–	0.07%	102
2024 Q4	$1.1M	Hold	12,497	–	–	0.07%	97
2024 Q3	$1.1M	Sell	12,497 -67	-0.5%	-$5.64K	0.07%	105
2024 Q2	$1.02M	Buy	12,564 +122	+1%	+$9.93K	0.07%	96
2024 Q1	$1.05M	Buy	12,442 +2,501	+25%	+$198K	0.07%	97
2023 Q4	$773K	Hold	9,941	–	–	0.06%	110
2023 Q3	$688K	Buy	9,941 +504	+5%	+$36.8K	0.06%	114
2023 Q2	$689K	Sell	9,437 -278	-3%	-$19.3K	0.06%	111
2023 Q1	$679K	Hold	9,715	–	–	0.06%	106
2022 Q4	$655K	Hold	9,715	–	–	0.06%	99
2022 Q3	$604K	Hold	9,715	–	–	0.06%	93
2022 Q2	$628K	Hold	9,715	–	–	0.06%	91
2022 Q1	$758K	Hold	9,715	–	–	0.06%	86
2021 Q4	$806K	Hold	9,715	–	–	0.07%	81
2021 Q3	$760K	Sell	9,715 -16	-0.2%	-$1.28K	0.07%	82
2021 Q2	$771K	Buy	9,731 +68	+0.7%	+$5.28K	0.07%	82
2021 Q1	$714K	Hold	9,663	–	–	0.07%	80
2020 Q4	$662K	Buy	9,663 +187	+2%	+$11.9K	0.08%	80
2020 Q3	$544K	Hold	9,476	–	–	0.07%	79
2020 Q2	$508K	Hold	9,476	–	–	0.08%	75
2020 Q1	$409K	Buy	9,476 +54	+0.6%	+$2.97K	0.08%	78
2019 Q4	$562K	Hold	9,422	–	–	0.09%	71
2019 Q3	$527K	Sell	9,422 -382	-4%	-$21.4K	0.09%	68
2019 Q2	$548K	Hold	9,804	–	–	0.1%	67
2019 Q1	$529K	Hold	9,804	–	–	0.1%	68
2018 Q4	$456K	Hold	9,804	–	–	0.1%	67
2018 Q3	$540K	Hold	9,804	–	–	0.11%	63
2018 Q2	$520K	Sell	9,804 -400	-4%	-$21.1K	0.11%	62
2018 Q1	$527K	Hold	10,204	–	–	0.12%	61
2017 Q4	$531K	Hold	10,204	–	–	0.12%	66
2017 Q3	$503K	Hold	10,204	–	–	0.12%	57
2017 Q2	$490K	Hold	10,204	–	–	0.13%	56
2017 Q1	$477K	Sell	10,204 -200	-2%	-$9.27K	0.13%	58
2016 Q4	$465K	Buy	10,404 +400	+4%	+$17.5K	0.14%	57
2016 Q3	$436K	Hold	10,004	–	–	0.13%	60
2016 Q2	$421K	Hold	10,004	–	–	0.14%	59
2016 Q1	$407K	Hold	10,004	–	–	0.15%	64
2015 Q4	$401K	Hold	10,004	–	–	0.15%	69
2015 Q3	$389K	Buy	10,004 +140	+1%	+$5.8K	0.15%	69
2015 Q2	$420K	Buy	9,864 +8,848	+871%	+$385K	0.17%	56
2015 Q1	$44K	Hold	1,016	–	–	0.02%	176
2014 Q4	$42K	Buy	+1,016	New	+$41.2K	0.02%	187

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Klingman & Associates reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.16% in Q1 2026, selling an estimated $2.2K and leaving 13,775 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #109.

Klingman & Associates first reported a position in IWR in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.34M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Klingman & Associates held 13,775 shares of iShares Russell Mid-Cap ETF worth $1.34M as of Q1 2026.
Klingman & Associates sold 22 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.2K.
iShares Russell Mid-Cap ETF made up 0.06% of Klingman & Associates's portfolio in Q1 2026, its #109 holding.
Klingman & Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
Klingman & Associates's iShares Russell Mid-Cap ETF position peaked at $1.34M in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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