Lee-Kelleher Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lee-Kelleher Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.9M	Buy	97,899 +5,302	+6%	+$735K	7.17%	3
2026 Q2	$12.7M	Buy	92,597 +1,796	+2%	+$237K	6.66%	5
2026 Q1	$10.3M	Buy	90,801 +3,965	+5%	+$477K	6.11%	6
2025 Q4	$10.7M	Sell	86,836 -7,209	-8%	-$882K	6.39%	5
2025 Q3	$11.4M	Sell	94,045 -12,943	-12%	-$1.49M	6.99%	4
2025 Q2	$11.8M	Sell	106,988 -853	-0.8%	-$84.4K	7.83%	3
2025 Q1	$10M	Sell	107,841 -339	-0.3%	-$34.2K	7.37%	4
2024 Q4	$11M	Buy	+108,180	New	+$10.8M	7.82%	4

Other funds holding IVW

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Lee-Kelleher Wealth Management's IVW Position: Q3 2026 in Review

Lee-Kelleher Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 5.7% in Q3 2026, buying an estimated $735K and bringing the position to 97,899 shares worth $13.9M. The position accounts for 7.17% of the portfolio, ranked #3.

Lee-Kelleher Wealth Management first reported a position in IVW in Q4 2024 and has held it in 8 quarters since. 77 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Lee-Kelleher Wealth Management held 97,899 shares of iShares S&P 500 Growth ETF worth $13.9M as of Q3 2026.
Lee-Kelleher Wealth Management bought 5,302 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $735K.
iShares S&P 500 Growth ETF made up 7.17% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #3 holding.
Lee-Kelleher Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2024 and has held it in 8 quarters since.
77 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.