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iShares Russell 2000 Growth Index shares owned by Lee-Kelleher Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Lee-Kelleher Wealth Management from 13F filings

Historical chart of Lee-Kelleher Wealth Management investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth Index held by Lee-Kelleher Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Growth Index by Lee-Kelleher Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $232k 589 393.96

More positions owned by Lee-Kelleher Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Us Midcap Divid (DON)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Lee-Kelleher Wealth Management

Top funds holding iShares Russell 2000 Growth Index

Bank of America Corporation
Morgan Stanley
Babson Capital Management
Envestnet Asset Management
Goldman Sachs Group
Cassaday & Co Wealth Management
Wells Fargo & Company
Pnc Financial Services
LPL Financial
Tiaa-cref Individual & Institutional Services
D.A. Davidson & Co.
UBS Group
Cohen Klingenstein
TIAA Wealth Investment Management
Raymond James Financial

View all funds holding iShares Russell 2000 Growth Index