Klingman & Associates »

iShares Russell Midcap Index Fund shares owned by Klingman & Associates

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 12k 84.09
2023-12-31 $773k 9.9k 77.73
2023-09-30 $688k 9.9k 69.25
2023-06-30 $689k 9.4k 73.03
2023-03-31 $679k 9.7k 69.92
2022-12-31 $655k 9.7k 67.45
2022-09-30 $604k 9.7k 62.17
2022-06-30 $628k 9.7k 64.64
2022-03-31 $758k 9.7k 78.02
2021-12-31 $806k 9.7k 82.96
2021-09-30 $760k 9.7k 78.23
2021-06-30 $771k 9.7k 79.23
2021-03-31 $714k 9.7k 73.89
2020-12-31 $662k 9.7k 68.51
2020-09-30 $544k 9.5k 57.41
2020-06-30 $508k 9.5k 53.61
2020-03-31 $409k 9.5k 43.16
2019-12-31 $562k 9.4k 59.65
2019-09-30 $527k 9.4k 55.93
2019-06-30 $548k 9.8k 55.90
2019-03-31 $529k 9.8k 53.96
2018-12-31 $456k 9.8k 46.51
2018-09-30 $540k 2.5k 220.32
2018-06-30 $520k 2.5k 212.16
2018-03-31 $527k 2.6k 206.59
2017-12-31 $531k 2.6k 208.15
2017-09-30 $503k 2.6k 197.18
2017-06-30 $490k 2.6k 192.08
2017-03-31 $477k 2.6k 186.99
2016-12-31 $465k 2.6k 178.78
2016-09-30 $436k 2.5k 174.33
2016-06-30 $421k 2.5k 168.33
2016-03-31 $407k 2.5k 162.73
2015-12-31 $401k 2.5k 160.34
2015-09-30 $389k 2.5k 155.54
2015-06-30 $420k 2.5k 170.32
2015-03-31 $44k 254 173.23
2014-12-31 $42k 254 165.35

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 Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund