Lee-Kelleher Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.66M	Sell	24,077 -2,357	-9%	-$248K	1.39%	15
2026 Q1	$2.57M	Sell	26,434 -1,465	-5%	-$146K	1.53%	14
2025 Q4	$2.69M	Hold	27,899	–	–	1.6%	14
2025 Q3	$2.69M	Sell	27,899 -470	-2%	-$44.6K	1.66%	15
2025 Q2	$2.61M	Hold	28,369	–	–	1.73%	15
2025 Q1	$2.41M	Sell	28,369 -1,630	-5%	-$145K	1.78%	15
2024 Q4	$2.65M	Buy	+29,999	New	+$2.72M	1.89%	15

Other funds holding IWR

MRC

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

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

Lee-Kelleher Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.9% in Q2 2026, selling an estimated $248K and leaving 24,077 shares worth $2.66M. The position accounts for 1.39% of the portfolio, ranked #15.

Lee-Kelleher Wealth Management first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q3 2025. 418 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Lee-Kelleher Wealth Management held 24,077 shares of iShares Russell Mid-Cap ETF worth $2.66M as of Q2 2026.
Lee-Kelleher Wealth Management sold 2,357 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $248K.
iShares Russell Mid-Cap ETF made up 1.39% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #15 holding.
Lee-Kelleher Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Lee-Kelleher Wealth Management's iShares Russell Mid-Cap ETF position peaked at $2.69M in Q3 2025.
418 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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