ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 21,804 Value ($000) $8,142 Avg Close — Range —
Q3 2025
Shares 22,053 Value ($000) $8,060 Avg Close — Range —
Q2 2025
Shares 22,053 Value ($000) $7,489 Avg Close — Range —
Q1 2025
Shares 22,053 Value ($000) $6,765 Avg Close — Range —
Q4 2024
Shares 22,053 Value ($000) $7,105 Avg Close — Range —
Q3 2024
Shares 22,103 Value ($000) $6,949 Avg Close — Range —
Q2 2024
Shares 22,103 Value ($000) $6,577 Avg Close — Range —
Q1 2024
Shares 22,103 Value ($000) $6,366 Avg Close — Range —
Q4 2023
Shares 22,103 Value ($000) $5,797 Avg Close — Range —
Q3 2023
Shares 22,123 Value ($000) $5,197 Avg Close — Range —
Q2 2023
Shares 22,123 Value ($000) $5,392 Avg Close — Range —
Q1 2023
Shares 22,123 Value ($000) $4,983 Avg Close — Range —
Q4 2022
Shares 22,123 Value ($000) $4,657 Avg Close — Range —
Q3 2022
Shares 21,433 Value ($000) $4,229 Avg Close — Range —
Q2 2022
Shares 22,933 Value ($000) $4,765 Avg Close — Range —
Q1 2022
Shares 20,533 Value ($000) $5,135 Avg Close — Range —
Q4 2021
Shares 20,533 Value ($000) $5,430 Avg Close — Range —
Q3 2021
Shares 20,533 Value ($000) $4,963 Avg Close — Range —
Q2 2021
Shares 20,553 Value ($000) $4,975 Avg Close — Range —
Q1 2021
Shares 20,553 Value ($000) $4,600 Avg Close — Range —
Q4 2020
Shares 20,553 Value ($000) $4,354 Avg Close — Range —
Q3 2020
Shares 20,571 Value ($000) $3,850 Avg Close — Range —
Q2 2020
Shares 20,571 Value ($000) $3,532 Avg Close — Range —
Q1 2020
Shares 19,991 Value ($000) $2,829 Avg Close — Range —
Q4 2019
Shares 19,991 Value ($000) $3,567 Avg Close — Range —
Q3 2019
Shares 19,951 Value ($000) $3,283 Avg Close — Range —
Q2 2019
Shares 19,951 Value ($000) $3,248 Avg Close — Range —
Q1 2019
Shares 19,951 Value ($000) $3,138 Avg Close — Range —
Q4 2018
Shares 19,951 Value ($000) $2,767 Avg Close — Range —
Q3 2018
Shares 21,569 Value ($000) $3,488 Avg Close — Range —
Q2 2018
Shares 21,569 Value ($000) $3,278 Avg Close — Range —
Q1 2018
Shares 21,569 Value ($000) $3,168 Avg Close — Range —
Q4 2017
Shares 21,569 Value ($000) $3,205 Avg Close — Range —
Q3 2017
Shares 21,569 Value ($000) $3,017 Avg Close — Range —
Q2 2017
Shares 21,569 Value ($000) $2,918 Avg Close — Range —
Q1 2017
Shares 21,633 Value ($000) $2,839 Avg Close — Range —
Q4 2016
Shares 21,633 Value ($000) $2,692 Avg Close — Range —
Q3 2016
Shares 21,313 Value ($000) $2,567 Avg Close — Range —
Q2 2016
Shares 21,323 Value ($000) $2,492 Avg Close — Range —
Q1 2016
Shares 21,323 Value ($000) $2,432 Avg Close — Range —
Q4 2015
Shares 21,323 Value ($000) $2,416 Avg Close — Range —
Q3 2015
Shares 5,523 Value ($000) $591 Avg Close — Range —
Q2 2015
Shares 5,335 Value ($000) $619 Avg Close — Range —