ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 27,899 Value ($000) $2,686 Avg Close — Range —
Q3 2025
Shares 27,899 Value ($000) $2,694 Avg Close — Range —
Q2 2025
Shares 28,369 Value ($000) $2,609 Avg Close — Range —
Q1 2025
Shares 28,369 Value ($000) $2,413 Avg Close — Range —
Q4 2024
Shares 29,999 Value ($000) $2,652 Avg Close — Range —