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iShares Russell 2000 Growth Index shares owned by KKM Financial

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by KKM Financial from 13F filings

Historical chart of KKM Financial investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index held by KKM Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Growth Index by KKM Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $415k 1.3k 320.04
2025-06-30 $421k 1.4k 291.64
2025-03-31 $386k 1.5k 262.46
2024-12-31 $438k 1.5k 297.55
2024-03-31 $376k 1.4k 270.80

More positions owned by KKM Financial

Meta Platforms Cl A (META)
Apple (AAPL)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Intel Corporation (INTC)
Palo Alto Networks (PANW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Expnd Tec Sc Etf (IGM)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Expanded Tech (IGV)

View all positions for KKM Financial

Top funds holding iShares Russell 2000 Growth Index

Morgan Stanley
Babson Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
Jpmorgan Chase & Co
Cassaday & Co Wealth Management
Wells Fargo & Company
Pnc Financial Services
Goldman Sachs Group
LPL Financial
Cohen Klingenstein
D.A. Davidson & Co.
Commonwealth Equity Services
UBS Group
Northern Trust

View all funds holding iShares Russell 2000 Growth Index