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 Q2	$2.72M	Buy	9,040 +7	+0.1%	+$1.97K	0.37%	76
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KKM Financial's IWM Position: Q2 2026 in Review

KKM Financial increased its iShares Russell 2000 ETF (IWM) stake by 0.08% in Q2 2026, buying an estimated $1.97K and bringing the position to 9,040 shares worth $2.72M. The position accounts for 0.37% of the portfolio, ranked #76.

KKM Financial first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

KKM Financial held 9,040 shares of iShares Russell 2000 ETF worth $2.72M as of Q2 2026.
KKM Financial bought 7 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.97K.
iShares Russell 2000 ETF made up 0.37% of KKM Financial's portfolio in Q2 2026, its #76 holding.
KKM Financial first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.