KKM Financial’s iShares S&P 500 Growth ETF IVW Stock Holding History

KKM Financial’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,500	Closed	-$275K	–	148
2025 Q2	$275K	Hold	2,500	–	–	0.1%	132
2025 Q1	$232K	Sell	2,500 -1,000	-29%	-$101K	0.1%	139
2024 Q4	$355K	Hold	3,500	–	–	0.15%	116
2024 Q3	$335K	Hold	3,500	–	–	0.17%	111
2024 Q2	$324K	Hold	3,500	–	–	0.15%	120
2024 Q1	$296K	Hold	3,500	–	–	0.14%	123
2023 Q4	$263K	Buy	+3,500	New	+$249K	0.17%	111

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

KKM Financial's IVW Position: Q3 2025 in Review

KKM Financial sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2025, closing a stake of 2,500 shares — an estimated $275K sold.

KKM Financial first reported a position in IVW in Q4 2023 and held it in 7 quarters. The position peaked at $355K in Q4 2024. 1,934 funds tracked by Wall St. Rank hold IVW as of Q3 2025.

KKM Financial reported no remaining iShares S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
KKM Financial sold 2,500 iShares S&P 500 Growth ETF shares in Q3 2025, an estimated $275K.
KKM Financial first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and held it in 7 quarters.
KKM Financial's iShares S&P 500 Growth ETF position peaked at $355K in Q4 2024.
1,934 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2025.

Based on KKM Financial's 13F filing for Q3 2025, filed 14 Nov 2025.