LKWM
IWF icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.19M Sell
7,516
-42
-0.6% -$17.8K 2.12% 14
2025
Q1 		$2.73M Sell
7,558
-303
-4% -$109K 2.01% 14
2024
Q4 		$3.16M Buy
+7,861
New +$3.16M 2.25% 13