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

KKM Financial’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.23M	Sell	29,263 -388	-1%	-$40.8K	0.44%	66
2026 Q1	$2.85M	Hold	29,651	–	–	0.51%	74
2025 Q4	$2.85M	Hold	29,651	–	–	0.51%	74
2025 Q3	$2.86M	Buy	29,651 +52	+0.2%	+$4.93K	0.9%	50
2025 Q2	$2.77M	Sell	29,599 -670	-2%	-$57.9K	0.96%	50
2025 Q1	$2.62M	Sell	30,269 -105	-0.3%	-$9.37K	1.11%	35
2024 Q4	$2.79M	Buy	+30,374	New	+$2.76M	1.16%	29
2024 Q3	–	Sell	-28,650	Closed	-$2.23M	–	148
2024 Q2	$2.23M	Hold	28,650	–	–	1.06%	37
2024 Q1	$2.41M	Buy	+28,650	New	+$2.27M	1.17%	31

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KKM Financial's IWR Position: Q2 2026 in Review

KKM Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.3% in Q2 2026, selling an estimated $40.8K and leaving 29,263 shares worth $3.23M. The position accounts for 0.44% of the portfolio, ranked #66.

KKM Financial first reported a position in IWR in Q1 2024 and has held it in 9 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

KKM Financial held 29,263 shares of iShares Russell Mid-Cap ETF worth $3.23M as of Q2 2026.
KKM Financial sold 388 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $40.8K.
iShares Russell Mid-Cap ETF made up 0.44% of KKM Financial's portfolio in Q2 2026, its #66 holding.
KKM Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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