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KKM Financial’s iShares Russell 2000 ETF IWM Stock Holding History

KKM Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22M Hold
9,033
– – 0.39% 77
2025
Q4 		$2.22M Buy
9,033
+127
+1% +$31.2K 0.39% 77
2025
Q3 		$2.15M Buy
8,906
+27
+0.3% +$6.2K 0.68% 53
2025
Q2 		$1.94M Sell
8,879
-56
-0.6% -$11.3K 0.68% 57
2025
Q1 		$1.79M Buy
8,935
+1
+0% +$217 0.76% 56
2024
Q4 		$2.02M Buy
8,934
+7,293
+444% +$1.66M 0.84% 48
2024
Q3 		$362K Sell
1,641
-6,011
-79% -$1.29M 0.18% 103
2024
Q2 		$1.54M Buy
7,652
+5
+0.1% +$1.01K 0.73% 55
2024
Q1 		$1.61M Buy
7,647
+6,396
+511% +$1.28M 0.78% 55
2023
Q4 		$251K Buy
+1,251
New +$224K 0.16% 112

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

KKM Financial's IWM Position: Q1 2026 in Review

KKM Financial held its iShares Russell 2000 ETF (IWM) position steady in Q1 2026 at 9,033 shares worth $2.22M. The position accounts for 0.39% of the portfolio, ranked #77.

KKM Financial first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • KKM Financial held 9,033 shares of iShares Russell 2000 ETF worth $2.22M as of Q1 2026.
  • KKM Financial left its iShares Russell 2000 ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 ETF made up 0.39% of KKM Financial's portfolio in Q1 2026, its #77 holding.
  • KKM Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.