A detailed history of Lee Kelleher Wealth Management transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 1,022 shares of IWB stock, worth $373,898. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,022
Previous 1,043 2.01%
Holding current value
$373,898
Previous $320 Million 8.47%
% of portfolio
0.23%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

SELL
$272.36 - $339.57 $5,719 - $7,130
-21 Reduced 2.01%
1,022 $347 Million
Q4 2024

Apr 17, 2025

BUY
$311.11 - $335.64 $324,487 - $350,072
1,043 New
1,043 $336 Million

Others Institutions Holding IWB

About ISHARES TR RUSSELL 1000 ETF


  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Lee Kelleher Wealth Management Portfolio

Follow Lee Kelleher Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Kelleher Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lee Kelleher Wealth Management with notifications on news.