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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$970K Hold
6,992
– – 0.64% 24
2025
Q1 		$821K Buy
6,992
+107
+2% +$12.6K 0.6% 24
2024
Q4 		$873K Buy
+6,885
New +$873K 0.62% 24