LKWM
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Lee-Kelleher Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lee-Kelleher Wealth Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.01M Hold
6,885
– – 0.53% 24
2026
Q1 		$882K Hold
6,885
– – 0.52% 23
2025
Q4 		$943K Hold
6,885
– – 0.56% 24
2025
Q3 		$980K Sell
6,885
-107
-2% -$15.1K 0.6% 24
2025
Q2 		$970K Hold
6,992
– – 0.64% 24
2025
Q1 		$821K Buy
6,992
+107
+2% +$13.8K 0.6% 24
2024
Q4 		$873K Buy
+6,885
New +$875K 0.62% 24

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Lee-Kelleher Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 6,885 shares worth $1.01M. The position accounts for 0.53% of the portfolio, ranked #24.

Lee-Kelleher Wealth Management first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Lee-Kelleher Wealth Management held 6,885 shares of iShares Russell Mid-Cap Growth ETF worth $1.01M as of Q2 2026.
  • Lee-Kelleher Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.53% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Lee-Kelleher Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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