ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,797 Value ($000) $1,328 Avg Close — Range —
Q3 2025
Shares 13,897 Value ($000) $1,342 Avg Close — Range —
Q2 2025
Shares 13,897 Value ($000) $1,278 Avg Close — Range —
Q1 2025
Shares 12,497 Value ($000) $1,063 Avg Close — Range —
Q4 2024
Shares 12,497 Value ($000) $1,105 Avg Close — Range —
Q3 2024
Shares 12,497 Value ($000) $1,101 Avg Close — Range —
Q2 2024
Shares 12,564 Value ($000) $1,019 Avg Close — Range —
Q1 2024
Shares 12,442 Value ($000) $1,046 Avg Close — Range —
Q4 2023
Shares 9,941 Value ($000) $773 Avg Close — Range —
Q3 2023
Shares 9,941 Value ($000) $688 Avg Close — Range —
Q2 2023
Shares 9,437 Value ($000) $689 Avg Close — Range —
Q1 2023
Shares 9,715 Value ($000) $679 Avg Close — Range —
Q4 2022
Shares 9,715 Value ($000) $655 Avg Close — Range —
Q3 2022
Shares 9,715 Value ($000) $604 Avg Close — Range —
Q2 2022
Shares 9,715 Value ($000) $628 Avg Close — Range —
Q1 2022
Shares 9,715 Value ($000) $758 Avg Close — Range —
Q4 2021
Shares 9,715 Value ($000) $806 Avg Close — Range —
Q3 2021
Shares 9,715 Value ($000) $760 Avg Close — Range —
Q2 2021
Shares 9,731 Value ($000) $771 Avg Close — Range —
Q1 2021
Shares 9,663 Value ($000) $714 Avg Close — Range —
Q4 2020
Shares 9,663 Value ($000) $662 Avg Close — Range —
Q3 2020
Shares 9,476 Value ($000) $544 Avg Close — Range —
Q2 2020
Shares 9,476 Value ($000) $508 Avg Close — Range —
Q1 2020
Shares 9,476 Value ($000) $409 Avg Close — Range —
Q4 2019
Shares 9,422 Value ($000) $562 Avg Close — Range —
Q3 2019
Shares 9,422 Value ($000) $527 Avg Close — Range —
Q2 2019
Shares 9,804 Value ($000) $548 Avg Close — Range —
Q1 2019
Shares 9,804 Value ($000) $529 Avg Close — Range —
Q4 2018
Shares 9,804 Value ($000) $456 Avg Close — Range —
Q3 2018
Shares 2,451 Value ($000) $540 Avg Close — Range —
Q2 2018
Shares 2,451 Value ($000) $520 Avg Close — Range —
Q1 2018
Shares 2,551 Value ($000) $527 Avg Close — Range —
Q4 2017
Shares 2,551 Value ($000) $531 Avg Close — Range —
Q3 2017
Shares 2,551 Value ($000) $503 Avg Close — Range —
Q2 2017
Shares 2,551 Value ($000) $490 Avg Close — Range —
Q1 2017
Shares 2,551 Value ($000) $477 Avg Close — Range —
Q4 2016
Shares 2,601 Value ($000) $465 Avg Close — Range —
Q3 2016
Shares 2,501 Value ($000) $436 Avg Close — Range —
Q2 2016
Shares 2,501 Value ($000) $421 Avg Close — Range —
Q1 2016
Shares 2,501 Value ($000) $407 Avg Close — Range —
Q4 2015
Shares 2,501 Value ($000) $401 Avg Close — Range —
Q3 2015
Shares 2,501 Value ($000) $389 Avg Close — Range —
Q2 2015
Shares 2,466 Value ($000) $420 Avg Close — Range —
Q1 2015
Shares 254 Value ($000) $44 Avg Close — Range —
Q4 2014
Shares 254 Value ($000) $42 Avg Close — Range —