Lee-Kelleher Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$374K	Hold
2025 Q2	$347K	Sell
2025 Q1	$320K	Hold
2024 Q4	$336K	Buy