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iShares Russell Midcap Index Fund shares owned by KKM Financial

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by KKM Financial from 13F filings

Historical chart of KKM Financial investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Index Fund by KKM Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 30k 96.55
2025-06-30 $2.8M 30k 93.74
2025-03-31 $2.6M 30k 86.64
2024-12-31 $2.8M 30k 91.90
2024-03-31 $2.4M 29k 84.09

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 Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Morgan Stanley
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund