ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 9,033 Value ($000) $2,224 Avg Close — Range —
Q3 2025
Shares 8,906 Value ($000) $2,155 Avg Close — Range —
Q2 2025
Shares 8,879 Value ($000) $1,943 Avg Close — Range —
Q1 2025
Shares 8,935 Value ($000) $1,794 Avg Close — Range —
Q4 2024
Shares 8,934 Value ($000) $2,015 Avg Close — Range —
Q3 2024
Shares 1,641 Value ($000) $362 Avg Close — Range —
Q2 2024
Shares 7,652 Value ($000) $1,536 Avg Close — Range —
Q1 2024
Shares 7,647 Value ($000) $1,608 Avg Close — Range —
Q4 2023
Shares 1,251 Value ($000) $251 Avg Close — Range —