ISHARES TR

Ticker: IJK CUSIP: 464287606 Class: S&P MC 400GR ETF

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

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

Q4 2025
Shares 38,748 Value ($000) $3,754 Avg Close — Range —
Q3 2025
Shares 38,863 Value ($000) $3,727 Avg Close — Range —
Q2 2025
Shares 38,688 Value ($000) $3,520 Avg Close — Range —
Q1 2025
Shares 38,748 Value ($000) $3,227 Avg Close — Range —
Q4 2024
Shares 38,790 Value ($000) $3,527 Avg Close — Range —