ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 14,297 Value ($000) $2,591 Avg Close — Range —
Q3 2025
Shares 12,942 Value ($000) $2,288 Avg Close — Range —
Q2 2025
Shares 12,942 Value ($000) $2,042 Avg Close — Range —
Q1 2025
Shares 12,942 Value ($000) $1,954 Avg Close — Range —
Q4 2024
Shares 12,942 Value ($000) $2,125 Avg Close — Range —
Q3 2024
Shares 12,942 Value ($000) $2,159 Avg Close — Range —
Q2 2024
Shares 12,942 Value ($000) $1,971 Avg Close — Range —
Q1 2024
Shares 12,671 Value ($000) $2,012 Avg Close — Range —
Q4 2023
Shares 12,671 Value ($000) $1,968 Avg Close — Range —
Q3 2023
Shares 12,671 Value ($000) $1,718 Avg Close — Range —
Q2 2023
Shares 12,547 Value ($000) $1,767 Avg Close — Range —
Q1 2023
Shares 12,547 Value ($000) $1,719 Avg Close — Range —
Q4 2022
Shares 12,516 Value ($000) $1,736 Avg Close — Range —
Q3 2022
Shares 12,516 Value ($000) $1,614 Avg Close — Range —
Q2 2022
Shares 12,516 Value ($000) $1,704 Avg Close — Range —
Q1 2022
Shares 12,516 Value ($000) $2,020 Avg Close — Range —
Q4 2021
Shares 12,516 Value ($000) $2,078 Avg Close — Range —
Q3 2021
Shares 12,516 Value ($000) $2,005 Avg Close — Range —
Q2 2021
Shares 12,516 Value ($000) $2,075 Avg Close — Range —
Q1 2021
Shares 12,516 Value ($000) $1,996 Avg Close — Range —
Q4 2020
Shares 12,406 Value ($000) $1,634 Avg Close — Range —
Q3 2020
Shares 12,406 Value ($000) $1,232 Avg Close — Range —
Q2 2020
Shares 12,406 Value ($000) $1,209 Avg Close — Range —