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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$347K Sell
1,022
-21
-2% -$7.13K 0.23% 29
2025
Q1 		$320K Hold
1,043
– – 0.24% 29
2024
Q4 		$336K Buy
+1,043
New +$336K 0.24% 31