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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$385K 0.27% 28