KKM Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
8,879
-56
| -0.6% | -$12.3K | 0.68% | 57 |
|
|
2025
Q1 | $1.79M | Buy |
8,935
+1
| +0% | +$201 | 0.76% | 56 |
|
|
2024
Q4 | $2.02M | Buy |
8,934
+7,293
| +444% | +$1.65M | 0.84% | 48 |
|
|
2024
Q3 | $362K | Sell |
1,641
-6,011
| -79% | -$1.33M | 0.18% | 103 |
|
|
2024
Q2 | $1.54M | Buy |
7,652
+5
| +0.1% | +$1K | 0.73% | 55 |
|
|
2024
Q1 | $1.61M | Buy |
7,647
+6,396
| +511% | +$1.35M | 0.78% | 55 |
|
|
2023
Q4 | $251K | Buy |
+1,251
| New | +$251K | 0.16% | 112 |
|