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
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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 |
|---|---|---|---|
| 2025-09-30 | $420k | 3.5k | 120.72 |
| 2025-06-30 | $383k | 3.5k | 110.10 |
| 2025-03-31 | $323k | 3.5k | 92.83 |
| 2024-12-31 | $587k | 5.8k | 101.53 |
| 2024-09-30 | $554k | 5.8k | 95.75 |
| 2024-06-30 | $535k | 5.8k | 92.54 |
| 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 |