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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.44M	Buy	27,706 +1,054	+4%	+$127K	1.8%	13
2026 Q1	$2.84M	Sell	26,652 -1,652	-6%	-$188K	1.69%	13
2025 Q4	$3.35M	Sell	28,304 -724	-2%	-$85.8K	2%	13
2025 Q3	$3.4M	Sell	29,028 -1,036	-3%	-$115K	2.09%	12
2025 Q2	$3.19M	Sell	30,064 -168	-0.6%	-$16.1K	2.12%	14
2025 Q1	$2.73M	Sell	30,232 -1,212	-4%	-$120K	2.01%	14
2024 Q4	$3.16M	Buy	+31,444	New	+$3.09M	2.25%	13

Other funds holding IWF

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Lee-Kelleher Wealth Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 4% in Q2 2026, buying an estimated $127K and bringing the position to 27,706 shares worth $3.44M. The position accounts for 1.8% of the portfolio, ranked #13.

Lee-Kelleher Wealth Management first reported a position in IWF in Q4 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Lee-Kelleher Wealth Management held 27,706 shares of iShares Russell 1000 Growth ETF worth $3.44M as of Q2 2026.
Lee-Kelleher Wealth Management bought 1,054 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $127K.
iShares Russell 1000 Growth ETF made up 1.8% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #13 holding.
Lee-Kelleher Wealth Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
651 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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