iShares Russell 1000 Value Index shares owned by Klingman & Associates
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $419k | 2.2k | 189.80 |
| 2024-06-30 | $385k | 2.2k | 174.47 |
| 2024-03-31 | $396k | 2.2k | 179.11 |
| 2023-12-31 | $367k | 2.2k | 165.25 |
| 2023-09-30 | $337k | 2.2k | 151.82 |
| 2023-06-30 | $407k | 2.6k | 157.83 |
| 2023-03-31 | $338k | 2.2k | 152.26 |
| 2022-12-31 | $336k | 2.2k | 151.65 |
| 2022-09-30 | $302k | 2.2k | 136.16 |
| 2022-06-30 | $502k | 3.5k | 144.96 |
| 2022-03-31 | $575k | 3.5k | 166.04 |
| 2021-12-31 | $607k | 3.6k | 167.87 |
| 2021-09-30 | $566k | 3.6k | 156.53 |
| 2021-06-30 | $574k | 3.6k | 158.74 |
| 2021-03-31 | $514k | 3.4k | 151.49 |
| 2020-12-31 | $464k | 3.4k | 136.75 |
| 2019-12-31 | $227k | 1.7k | 136.75 |
| 2018-03-31 | $407k | 3.4k | 119.99 |
| 2017-12-31 | $422k | 3.4k | 124.41 |
| 2017-09-30 | $402k | 3.4k | 118.51 |
| 2017-06-30 | $439k | 3.8k | 116.38 |
| 2017-03-31 | $434k | 3.8k | 115.06 |
| 2016-12-31 | $352k | 3.1k | 112.17 |
| 2016-09-30 | $331k | 3.1k | 105.48 |
| 2016-06-30 | $329k | 3.2k | 103.20 |
| 2016-03-31 | $315k | 3.2k | 98.81 |
| 2015-12-31 | $314k | 3.2k | 98.00 |
| 2015-09-30 | $383k | 4.1k | 93.26 |
| 2015-06-30 | $352k | 3.4k | 103.20 |
| 2015-03-31 | $365k | 3.5k | 103.08 |
| 2014-12-31 | $368k | 3.5k | 104.40 |
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