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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
2026
Q2 		$408K Hold
997
– – 0.21% 30
2026
Q1 		$355K Hold
997
– – 0.21% 32
2025
Q4 		$372K Sell
997
-25
-2% -$9.26K 0.22% 29
2025
Q3 		$374K Hold
1,022
– – 0.23% 29
2025
Q2 		$347K Sell
1,022
-21
-2% -$6.59K 0.23% 29
2025
Q1 		$320K Hold
1,043
– – 0.24% 29
2024
Q4 		$336K Buy
+1,043
New +$338K 0.24% 31

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Lee-Kelleher Wealth Management's IWB Position: Q2 2026 in Review

Lee-Kelleher Wealth Management held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 997 shares worth $408K. The position accounts for 0.21% of the portfolio, ranked #30.

Lee-Kelleher Wealth Management first reported a position in IWB in Q4 2024 and has held it in 7 quarters since. 391 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Lee-Kelleher Wealth Management held 997 shares of iShares Russell 1000 ETF worth $408K as of Q2 2026.
  • Lee-Kelleher Wealth Management left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 ETF made up 0.21% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Lee-Kelleher Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 391 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.