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

Lee-Kelleher Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
+589
New +$215K 0.12% 43

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

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

Lee-Kelleher Wealth Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 589 shares worth $232K. The stake represents 0.12% of the portfolio and ranks #43 among its holdings.

263 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Lee-Kelleher Wealth Management held 589 shares of iShares Russell 2000 Growth ETF worth $232K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Lee-Kelleher Wealth Management position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.12% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #43 holding.
  • 263 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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