KF
IWO icon

KKM Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

KKM Financial’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$424K Hold
1,314
– – 0.08% 132
2025
Q4 		$424K Buy
1,314
+18
+1% +$5.85K 0.08% 132
2025
Q3 		$415K Sell
1,296
-146
-10% -$44K 0.13% 105
2025
Q2 		$421K Sell
1,442
-29
-2% -$7.63K 0.15% 110
2025
Q1 		$386K Hold
1,471
– – 0.16% 108
2024
Q4 		$438K Buy
+1,471
New +$435K 0.18% 102
2024
Q3 		– Sell
-1,388
Closed -$350K – 146
2024
Q2 		$350K Hold
1,388
– – 0.17% 116
2024
Q1 		$376K Buy
+1,388
New +$355K 0.18% 114

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

KKM Financial's IWO Position: Q1 2026 in Review

KKM Financial held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,314 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #132.

KKM Financial first reported a position in IWO in Q1 2024 and has held it in 8 quarters since. The position peaked at $438K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • KKM Financial held 1,314 shares of iShares Russell 2000 Growth ETF worth $424K as of Q1 2026.
  • KKM Financial left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.08% of KKM Financial's portfolio in Q1 2026, its #132 holding.
  • KKM Financial first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • KKM Financial's iShares Russell 2000 Growth ETF position peaked at $438K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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