iShares Russell 2000 Growth Index shares owned by Klingman & Associates
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in iShares Russell 2000 Growth Index
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Quarterly reported holdings in iShares Russell 2000 Growth Index by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $413k | 1.3k | 322.94 |
| 2025-09-30 | $289k | 902 | 320.04 |
| 2025-06-30 | $258k | 902 | 285.86 |
| 2025-03-31 | $231k | 902 | 255.53 |
| 2024-12-31 | $260k | 902 | 287.82 |
| 2024-09-30 | $256k | 902 | 284.00 |
| 2024-06-30 | $237k | 902 | 262.53 |
| 2024-03-31 | $244k | 902 | 270.80 |
| 2023-12-31 | $228k | 902 | 252.22 |
| 2023-09-30 | $202k | 902 | 224.15 |
| 2022-03-31 | $209k | 819 | 255.19 |
| 2021-12-31 | $240k | 819 | 293.04 |
| 2021-09-30 | $216k | 736 | 293.48 |
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