ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 1,280 Value ($000) $413 Avg Close — Range —
Q3 2025
Shares 902 Value ($000) $289 Avg Close — Range —
Q2 2025
Shares 902 Value ($000) $258 Avg Close — Range —
Q1 2025
Shares 902 Value ($000) $230 Avg Close — Range —
Q4 2024
Shares 902 Value ($000) $260 Avg Close — Range —
Q3 2024
Shares 902 Value ($000) $256 Avg Close — Range —
Q2 2024
Shares 902 Value ($000) $237 Avg Close — Range —
Q1 2024
Shares 902 Value ($000) $244 Avg Close — Range —
Q4 2023
Shares 902 Value ($000) $228 Avg Close — Range —
Q3 2023
Shares 902 Value ($000) $202 Avg Close — Range —
Q1 2022
Shares 819 Value ($000) $209 Avg Close — Range —
Q4 2021
Shares 819 Value ($000) $240 Avg Close — Range —
Q3 2021
Shares 736 Value ($000) $216 Avg Close — Range —