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

Lee-Kelleher Wealth Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$504K Hold
2,081
– – 0.26% 27
2026
Q1 		$445K Hold
2,081
– – 0.26% 28
2025
Q4 		$438K Hold
2,081
– – 0.26% 27
2025
Q3 		$424K Hold
2,081
– – 0.26% 27
2025
Q2 		$404K Hold
2,081
– – 0.27% 27
2025
Q1 		$392K Hold
2,081
– – 0.29% 28
2024
Q4 		$385K Buy
+2,081
New +$399K 0.27% 28

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

Lee-Kelleher Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,081 shares worth $504K. The position accounts for 0.26% of the portfolio, ranked #27.

Lee-Kelleher Wealth Management first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Lee-Kelleher Wealth Management held 2,081 shares of iShares Russell 1000 Value ETF worth $504K as of Q2 2026.
  • Lee-Kelleher Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.26% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Lee-Kelleher Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 536 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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