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 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 $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KKM Financial's IWR Position: Q1 2026 in Review

KKM Financial held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 29,651 shares worth $2.85M. The position accounts for 0.51% of the portfolio, ranked #74.

KKM Financial first reported a position in IWR in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.86M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

KKM Financial held 29,651 shares of iShares Russell Mid-Cap ETF worth $2.85M as of Q1 2026.
KKM Financial left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.51% of KKM Financial's portfolio in Q1 2026, its #74 holding.
KKM Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
KKM Financial's iShares Russell Mid-Cap ETF position peaked at $2.86M in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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