KKM Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

KKM Financial’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$535K	Hold	3,909	–	–	0.1%	119
2025 Q4	$535K	Hold	3,909	–	–	0.1%	119
2025 Q3	$557K	Hold	3,909	–	–	0.18%	90
2025 Q2	$555K	Sell	3,909 -89	-2%	-$11.3K	0.19%	93
2025 Q1	$507K	Sell	3,998 -13	-0.3%	-$1.67K	0.21%	94
2024 Q4	$546K	Buy	+4,011	New	+$510K	0.23%	90
2024 Q3	–	Sell	-3,481	Closed	-$364K	–	147
2024 Q2	$364K	Hold	3,481	–	–	0.17%	113
2024 Q1	$397K	Buy	+3,481	New	+$377K	0.19%	107

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

KKM Financial's IWP Position: Q1 2026 in Review

KKM Financial held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 3,909 shares worth $535K. The position accounts for 0.1% of the portfolio, ranked #119.

KKM Financial first reported a position in IWP in Q1 2024 and has held it in 8 quarters since. The position peaked at $557K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

KKM Financial held 3,909 shares of iShares Russell Mid-Cap Growth ETF worth $535K as of Q1 2026.
KKM Financial left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.1% of KKM Financial's portfolio in Q1 2026, its #119 holding.
KKM Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
KKM Financial's iShares Russell Mid-Cap Growth ETF position peaked at $557K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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