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
Q2 		$516K Sell
1,311
-3
-0.2% -$1.09K 0.07% 122
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KKM Financial's IWO Position: Q2 2026 in Review

KKM Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.23% in Q2 2026, selling an estimated $1.09K and leaving 1,311 shares worth $516K. The position accounts for 0.07% of the portfolio, ranked #122.

KKM Financial first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • KKM Financial held 1,311 shares of iShares Russell 2000 Growth ETF worth $516K as of Q2 2026.
  • KKM Financial sold 3 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.09K.
  • iShares Russell 2000 Growth ETF made up 0.07% of KKM Financial's portfolio in Q2 2026, its #122 holding.
  • KKM Financial first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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