iShares Russell 2000 Index shares owned by Klingman & Associates
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.8M | 33k | 210.30 |
| 2023-12-31 | $6.6M | 33k | 200.71 |
| 2023-09-30 | $5.8M | 33k | 176.74 |
| 2023-06-30 | $6.2M | 33k | 187.27 |
| 2023-03-31 | $5.9M | 33k | 178.40 |
| 2022-12-31 | $5.7M | 33k | 174.36 |
| 2022-09-30 | $5.2M | 32k | 164.90 |
| 2022-06-30 | $5.3M | 32k | 169.36 |
| 2022-03-31 | $6.5M | 32k | 205.26 |
| 2021-12-31 | $7.0M | 32k | 222.45 |
| 2021-09-30 | $6.9M | 32k | 218.76 |
| 2021-06-30 | $7.2M | 32k | 229.37 |
| 2021-03-31 | $7.0M | 32k | 220.95 |
| 2020-12-31 | $6.2M | 32k | 196.06 |
| 2020-09-30 | $4.7M | 32k | 149.78 |
| 2020-06-30 | $4.5M | 32k | 143.18 |
| 2020-03-31 | $4.1M | 36k | 114.47 |
| 2019-12-31 | $5.9M | 36k | 165.67 |
| 2019-09-30 | $5.4M | 36k | 151.35 |
| 2019-06-30 | $2.0M | 13k | 155.50 |
| 2019-03-31 | $5.5M | 36k | 153.10 |
| 2018-12-31 | $4.8M | 36k | 133.89 |
| 2018-09-30 | $6.0M | 35k | 168.55 |
| 2018-06-30 | $5.7M | 35k | 163.78 |
| 2018-03-31 | $5.4M | 36k | 151.82 |
| 2017-12-31 | $5.4M | 36k | 152.48 |
| 2017-09-30 | $5.3M | 36k | 148.17 |
| 2017-06-30 | $5.0M | 36k | 140.93 |
| 2017-03-31 | $5.3M | 39k | 137.48 |
| 2016-12-31 | $5.2M | 39k | 134.86 |
| 2016-09-30 | $4.9M | 39k | 124.21 |
| 2016-06-30 | $4.5M | 39k | 114.98 |
| 2016-03-31 | $4.3M | 39k | 110.64 |
| 2015-12-31 | $4.3M | 38k | 112.61 |
| 2015-09-30 | $2.2M | 20k | 109.17 |
| 2015-06-30 | $2.6M | 20k | 124.87 |
| 2015-03-31 | $2.6M | 21k | 124.38 |
| 2014-12-31 | $2.5M | 21k | 119.61 |