Klingman & Associates’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.28M	Hold
2025 Q2	$2.09M	Hold
2025 Q1	$1.86M	Buy
2024 Q4	$1.94M	Hold
2024 Q3	$1.86M	Hold
2024 Q2	$1.77M	Hold
2024 Q1	$1.66M	Hold
2023 Q4	$1.5M	Hold
2023 Q3	$1.35M	Hold
2023 Q2	$1.39M	Buy
2023 Q1	$1.25M	Hold
2022 Q4	$1.14M	Sell
2022 Q3	$1.11M	Hold
2022 Q2	$1.18M	Hold
2022 Q1	$1.43M	Hold
2021 Q4	$1.5M	Hold
2021 Q3	$1.35M	Sell
2021 Q2	$1.35M	Hold
2021 Q1	$1.24M	Hold
2020 Q4	$1.18M	Hold
2020 Q3	$1.07M	Hold
2020 Q2	$982K	Hold
2020 Q1	$818K	Hold
2019 Q4	$994K	Hold
2019 Q3	$907K	Hold
2019 Q2	$894K	Hold
2019 Q1	$864K	Buy
2018 Q4	$767K	Hold
2018 Q3	$892K	Hold
2018 Q2	$823K	Hold
2018 Q1	$798K	Hold
2017 Q4	$816K	Hold
2017 Q3	$766K	Hold
2017 Q2	$735K	Hold
2017 Q1	$720K	Hold
2016 Q4	$683K	Sell
2016 Q3	$665K	Hold
2016 Q2	$644K	Sell
2016 Q1	$641K	Hold
2015 Q4	$639K	Hold
2015 Q3	$594K	Hold
2015 Q2	$637K	Hold
2015 Q1	$633K	Sell
2014 Q4	$666K	Buy