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iShares S&P SmallCap 600 Index shares owned by Klingman & Associates

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 SmallCap 600 Index by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $62M 532k 116.96
2024-06-30 $55M 519k 106.66
2024-03-31 $55M 497k 110.52
2023-12-31 $52M 480k 108.25
2023-09-30 $44M 463k 94.33
2023-06-30 $44M 437k 99.65
2023-03-31 $41M 423k 96.70
2022-12-31 $39M 408k 94.64
2022-09-30 $34M 385k 87.19
2022-06-30 $36M 393k 92.41
2022-03-31 $44M 406k 107.88
2021-12-31 $41M 362k 114.51
2021-09-30 $37M 341k 109.19
2021-06-30 $36M 322k 112.98
2021-03-31 $33M 299k 108.53
2020-12-31 $27M 289k 91.90
2020-09-30 $18M 258k 70.23
2020-06-30 $17M 242k 68.29
2020-03-31 $14M 249k 56.11
2019-12-31 $33M 397k 83.85
2019-09-30 $29M 367k 77.84
2019-06-30 $11M 138k 78.28
2019-03-31 $25M 325k 77.15
2018-12-31 $22M 311k 69.32
2018-09-30 $22M 249k 87.24
2018-06-30 $20M 245k 83.46
2018-03-31 $18M 230k 77.01
2017-12-31 $17M 216k 76.81
2017-09-30 $15M 206k 74.22
2017-06-30 $13M 188k 70.11
2017-03-31 $12M 175k 69.16
2016-12-31 $11M 82k 137.52
2016-09-30 $8.5M 68k 124.15
2016-06-30 $6.9M 59k 116.20
2016-03-31 $5.1M 45k 112.56
2015-12-31 $2.8M 25k 110.10
2015-09-30 $4.2M 39k 106.56
2015-06-30 $3.2M 27k 117.89
2015-03-31 $2.7M 23k 118.03
2014-12-31 $2.3M 20k 114.02

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)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Klingman & Associates

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index