ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 2,633 Value ($000) $554 Avg Close — Range —
Q3 2025
Shares 2,633 Value ($000) $536 Avg Close — Range —
Q2 2025
Shares 2,621 Value ($000) $509 Avg Close — Range —
Q1 2025
Shares 2,621 Value ($000) $493 Avg Close — Range —
Q4 2024
Shares 2,647 Value ($000) $490 Avg Close — Range —
Q3 2024
Shares 2,208 Value ($000) $419 Avg Close — Range —
Q2 2024
Shares 2,208 Value ($000) $385 Avg Close — Range —
Q1 2024
Shares 2,208 Value ($000) $395 Avg Close — Range —
Q4 2023
Shares 2,218 Value ($000) $367 Avg Close — Range —
Q3 2023
Shares 2,218 Value ($000) $337 Avg Close — Range —
Q2 2023
Shares 2,576 Value ($000) $407 Avg Close — Range —
Q1 2023
Shares 2,218 Value ($000) $338 Avg Close — Range —
Q4 2022
Shares 2,218 Value ($000) $336 Avg Close — Range —
Q3 2022
Shares 2,218 Value ($000) $302 Avg Close — Range —
Q2 2022
Shares 3,463 Value ($000) $502 Avg Close — Range —
Q1 2022
Shares 3,463 Value ($000) $575 Avg Close — Range —
Q4 2021
Shares 3,616 Value ($000) $607 Avg Close — Range —
Q3 2021
Shares 3,616 Value ($000) $566 Avg Close — Range —
Q2 2021
Shares 3,616 Value ($000) $574 Avg Close — Range —
Q1 2021
Shares 3,393 Value ($000) $514 Avg Close — Range —
Q4 2020
Shares 3,393 Value ($000) $464 Avg Close — Range —
Q4 2019
Shares 1,660 Value ($000) $227 Avg Close — Range —
Q1 2018
Shares 3,392 Value ($000) $407 Avg Close — Range —
Q4 2017
Shares 3,392 Value ($000) $422 Avg Close — Range —
Q3 2017
Shares 3,392 Value ($000) $402 Avg Close — Range —
Q2 2017
Shares 3,772 Value ($000) $439 Avg Close — Range —
Q1 2017
Shares 3,772 Value ($000) $434 Avg Close — Range —
Q4 2016
Shares 3,138 Value ($000) $352 Avg Close — Range —
Q3 2016
Shares 3,138 Value ($000) $331 Avg Close — Range —
Q2 2016
Shares 3,188 Value ($000) $329 Avg Close — Range —
Q1 2016
Shares 3,188 Value ($000) $315 Avg Close — Range —
Q4 2015
Shares 3,204 Value ($000) $314 Avg Close — Range —
Q3 2015
Shares 4,107 Value ($000) $383 Avg Close — Range —
Q2 2015
Shares 3,411 Value ($000) $352 Avg Close — Range —
Q1 2015
Shares 3,541 Value ($000) $365 Avg Close — Range —
Q4 2014
Shares 3,525 Value ($000) $368 Avg Close — Range —