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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.61M	Hold	28,369	–	–	1.73%	15
2025 Q1	$2.41M	Sell	28,369 -1,630	-5%	-$139K	1.78%	15
2024 Q4	$2.65M	Buy	+29,999	New	+$2.65M	1.89%	15