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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Sell
3,909
-89
-2% -$12.6K 0.19% 93
2025
Q1
$507K Sell
3,998
-13
-0.3% -$1.65K 0.21% 94
2024
Q4
$546K Buy
+4,011
New +$546K 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 +$397K 0.19% 107