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iShares Russell Midcap Growth Idx. shares owned by KKM Financial

Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by KKM Financial from 13F filings

Historical chart of KKM Financial investment in iShares Russell Midcap Growth Idx.

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Growth Idx. 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 Midcap Growth Idx. by KKM Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $557k 3.9k 142.41
2025-06-30 $555k 3.9k 142.03
2025-03-31 $507k 4.0k 126.78
2024-12-31 $546k 4.0k 136.14
2024-03-31 $397k 3.5k 114.14

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 Midcap Growth Idx.

Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
First Command Advisory Services
Ameriprise Financial
LPL Financial
Pnc Financial Services
Tiaa Trust, National Association
Commonwealth Equity Services
UBS Group
Cassaday & Co Wealth Management
Vantagepoint Investment Advisers
Envestnet Portfolio Solutions
First Citizens Bank & Trust

View all funds holding iShares Russell Midcap Growth Idx.