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iShares Russell 1000 Growth Index shares owned by Klingman & Associates

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 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 Russell 1000 Growth Index by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $740k 2.0k 375.38
2024-06-30 $719k 2.0k 364.51
2024-03-31 $673k 2.0k 337.05
2023-12-31 $569k 1.9k 303.17
2023-09-30 $508k 1.9k 265.99
2023-06-30 $585k 2.1k 275.18
2023-03-31 $469k 1.9k 244.33
2022-12-31 $411k 1.9k 214.24
2022-09-30 $414k 2.0k 210.37
2022-06-30 $430k 2.0k 218.50
2022-03-31 $546k 2.0k 277.44
2021-12-31 $601k 2.0k 305.39
2021-09-30 $539k 2.0k 273.88
2021-06-30 $536k 2.0k 271.26
2021-03-31 $449k 1.8k 243.23
2020-12-31 $445k 1.8k 241.06
2020-09-30 $269k 1.2k 216.94
2020-06-30 $238k 1.2k 191.94
2019-12-31 $218k 1.2k 175.81
2018-03-31 $653k 4.8k 136.01
2017-12-31 $647k 4.8k 134.76
2017-09-30 $600k 4.8k 124.97
2017-06-30 $603k 5.1k 118.98
2017-03-31 $577k 5.1k 113.85
2016-12-31 $498k 4.8k 104.80
2016-09-30 $477k 4.6k 104.13
2016-06-30 $473k 4.7k 100.40
2016-03-31 $470k 4.7k 99.77
2015-12-31 $469k 4.7k 99.55
2015-09-30 $543k 5.8k 92.84
2015-06-30 $568k 5.7k 99.02
2015-03-31 $505k 5.1k 98.88
2014-12-31 $488k 5.1k 95.56

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 Russell 1000 Growth Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jpmorgan Chase & Co
Envestnet Asset Management
Northern Trust
Wells Fargo & Company
International Assets Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Raymond James & Associates
Branch Banking & Trust Company
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding iShares Russell 1000 Growth Index