ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 31,608 Value ($000) $7,781 Avg Close Range
Q3 2025
Shares 32,023 Value ($000) $7,748 Avg Close Range
Q2 2025
Shares 32,082 Value ($000) $6,923 Avg Close Range
Q1 2025
Shares 32,131 Value ($000) $6,410 Avg Close Range
Q4 2024
Shares 32,130 Value ($000) $7,099 Avg Close Range
Q3 2024
Shares 33,114 Value ($000) $7,315 Avg Close Range
Q2 2024
Shares 33,352 Value ($000) $6,767 Avg Close Range
Q1 2024
Shares 32,543 Value ($000) $6,844 Avg Close Range
Q4 2023
Shares 32,684 Value ($000) $6,560 Avg Close Range
Q3 2023
Shares 32,929 Value ($000) $5,820 Avg Close Range
Q2 2023
Shares 33,197 Value ($000) $6,217 Avg Close Range
Q1 2023
Shares 32,957 Value ($000) $5,879 Avg Close Range
Q4 2022
Shares 32,955 Value ($000) $5,746 Avg Close Range
Q3 2022
Shares 31,558 Value ($000) $5,204 Avg Close Range
Q2 2022
Shares 31,555 Value ($000) $5,344 Avg Close Range
Q1 2022
Shares 31,613 Value ($000) $6,489 Avg Close Range
Q4 2021
Shares 31,612 Value ($000) $7,032 Avg Close Range
Q3 2021
Shares 31,610 Value ($000) $6,915 Avg Close Range
Q2 2021
Shares 31,608 Value ($000) $7,250 Avg Close Range
Q1 2021
Shares 31,631 Value ($000) $6,989 Avg Close Range
Q4 2020
Shares 31,740 Value ($000) $6,223 Avg Close Range
Q3 2020
Shares 31,513 Value ($000) $4,720 Avg Close Range
Q2 2020
Shares 31,548 Value ($000) $4,517 Avg Close Range
Q1 2020
Shares 35,843 Value ($000) $4,103 Avg Close Range
Q4 2019
Shares 35,806 Value ($000) $5,932 Avg Close Range
Q3 2019
Shares 35,804 Value ($000) $5,419 Avg Close Range
Q2 2019
Shares 35,802 Value ($000) $5,567 Avg Close Range
Q1 2019
Shares 35,800 Value ($000) $5,481 Avg Close Range
Q4 2018
Shares 35,798 Value ($000) $4,793 Avg Close Range
Q3 2018
Shares 35,302 Value ($000) $5,950 Avg Close Range
Q2 2018
Shares 34,888 Value ($000) $5,714 Avg Close Range
Q1 2018
Shares 35,516 Value ($000) $5,392 Avg Close Range
Q4 2017
Shares 35,514 Value ($000) $5,415 Avg Close Range
Q3 2017
Shares 35,560 Value ($000) $5,269 Avg Close Range
Q2 2017
Shares 35,556 Value ($000) $5,011 Avg Close Range
Q1 2017
Shares 38,886 Value ($000) $5,346 Avg Close Range
Q4 2016
Shares 38,914 Value ($000) $5,248 Avg Close Range
Q3 2016
Shares 39,072 Value ($000) $4,853 Avg Close Range
Q2 2016
Shares 39,275 Value ($000) $4,516 Avg Close Range
Q1 2016
Shares 39,045 Value ($000) $4,320 Avg Close Range
Q4 2015
Shares 37,945 Value ($000) $4,273 Avg Close Range
Q3 2015
Shares 20,445 Value ($000) $2,232 Avg Close Range
Q2 2015
Shares 20,445 Value ($000) $2,553 Avg Close Range
Q1 2015
Shares 20,775 Value ($000) $2,584 Avg Close Range
Q4 2014
Shares 20,775 Value ($000) $2,485 Avg Close Range