Lee-Kelleher Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Buy	+670	New	+$188K	0.11%	49

Other funds holding IWM

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

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

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

Lee-Kelleher Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 670 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #49 among its holdings.

734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Lee-Kelleher Wealth Management held 670 shares of iShares Russell 2000 ETF worth $201K as of Q2 2026.
iShares Russell 2000 ETF was a new Lee-Kelleher Wealth Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.11% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #49 holding.
734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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