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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$276K 0.2% 33