iShares Russell 2000 Value Index shares owned by Klingman & Associates
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in iShares Russell 2000 Value Index
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All positions including iShares Russell 2000 Value 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 2000 Value Index by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 13k | 166.82 |
| 2024-06-30 | $2.0M | 13k | 152.30 |
| 2024-03-31 | $2.0M | 13k | 158.81 |
| 2023-12-31 | $2.0M | 13k | 155.33 |
| 2023-09-30 | $1.7M | 13k | 135.55 |
| 2023-06-30 | $1.8M | 13k | 140.80 |
| 2023-03-31 | $1.7M | 13k | 137.02 |
| 2022-12-31 | $1.7M | 13k | 138.67 |
| 2022-09-30 | $1.6M | 13k | 128.95 |
| 2022-06-30 | $1.7M | 13k | 136.15 |
| 2022-03-31 | $2.0M | 13k | 161.39 |
| 2021-12-31 | $2.1M | 13k | 166.03 |
| 2021-09-30 | $2.0M | 13k | 160.20 |
| 2021-06-30 | $2.1M | 13k | 165.79 |
| 2021-03-31 | $2.0M | 13k | 159.48 |
| 2020-12-31 | $1.6M | 12k | 131.71 |
| 2020-09-30 | $1.2M | 12k | 99.31 |
| 2020-06-30 | $1.2M | 12k | 97.45 |
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