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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Sell
1,442
-29
-2% -$8.46K 0.15% 110
2025
Q1
$386K Hold
1,471
0.16% 108
2024
Q4
$438K Buy
+1,471
New +$438K 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 +$376K 0.18% 114