ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Lee-Kelleher Wealth Management's Holding History (CIK: 0002063827)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,885 Value ($000) $943 Avg Close — Range —
Q3 2025
Shares 6,885 Value ($000) $980 Avg Close — Range —
Q2 2025
Shares 6,992 Value ($000) $970 Avg Close — Range —
Q1 2025
Shares 6,992 Value ($000) $821 Avg Close — Range —
Q4 2024
Shares 6,885 Value ($000) $873 Avg Close — Range —