Lee Kelleher Wealth Management Ishares Russell Mid Cap ETF Transaction History

Lee Kelleher Wealth Management

  • $162 Billion
  • Q3 2025

A detailed history of Lee Kelleher Wealth Management transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 27,899 shares of IWR stock, worth $2.65 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
27,899
Previous 28,369 1.66%
Holding current value
$2.65 Million
Previous $2.61 Billion 3.24%
% of portfolio
1.66%
Previous 1.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$92.26 - $97.51 $43,362 - $45,829
-470 Reduced 1.66%
27,899 $2.69 Billion
Q1 2025

May 08, 2025
SELL
$82.81 - $92.93 $134,980 - $151,475
-1,630 Reduced 5.43%
28,369 $2.41 Billion
Q4 2024

Apr 17, 2025
BUY
$87.25 - $95.52 $2.62 Million - $2.87 Million
29,999 New
29,999 $2.65 Billion

Others Institutions Holding IWR

# of Institutions
1,606
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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