ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

KKM Financial LLC's Holding History (CIK: 0002001943)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 29,651 Value ($000) $2,855 Avg Close — Range —
Q3 2025
Shares 29,651 Value ($000) $2,863 Avg Close — Range —
Q2 2025
Shares 29,599 Value ($000) $2,775 Avg Close — Range —
Q1 2025
Shares 30,269 Value ($000) $2,623 Avg Close — Range —
Q4 2024
Shares 30,374 Value ($000) $2,791 Avg Close — Range —
Q2 2024
Shares 28,650 Value ($000) $2,229 Avg Close — Range —
Q1 2024
Shares 28,650 Value ($000) $2,409 Avg Close — Range —