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

Lee-Kelleher Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Hold
2,135
– – 0.18% 31
2026
Q1 		$311K Hold
2,135
– – 0.19% 33
2025
Q4 		$301K Hold
2,135
– – 0.18% 32
2025
Q3 		$298K Hold
2,135
– – 0.18% 32
2025
Q2 		$282K Hold
2,135
– – 0.19% 32
2025
Q1 		$269K Hold
2,135
– – 0.2% 32
2024
Q4 		$276K Buy
+2,135
New +$286K 0.2% 33

Other funds holding IWS

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

Lee-Kelleher Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,135 shares worth $351K. The position accounts for 0.18% of the portfolio, ranked #31.

Lee-Kelleher Wealth Management first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Lee-Kelleher Wealth Management held 2,135 shares of iShares Russell Mid-Cap Value ETF worth $351K as of Q2 2026.
  • Lee-Kelleher Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.18% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Lee-Kelleher Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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