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iShares S&P 500 Growth Index shares owned by Klingman & Associates

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $488k 5.8k 84.44
2023-12-31 $434k 5.8k 75.10
2023-09-30 $396k 5.8k 68.42
2023-06-30 $485k 6.9k 70.48
2021-12-31 $217k 2.6k 83.59

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Klingman & Associates

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
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Goldman Sachs Group
UBS Group
Stifel Financial
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding iShares S&P 500 Growth Index