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iShares Russell Midcap Index Fund shares owned by Lee-Kelleher Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Lee-Kelleher Wealth Management from 13F filings

Historical chart of Lee-Kelleher Wealth Management investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund 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 Midcap Index Fund by Lee-Kelleher Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 28k 96.27
2025-09-30 $2.7M 28k 96.55
2025-06-30 $2.6M 28k 91.97
2025-03-31 $2.4M 28k 85.07
2024-12-31 $2.7M 30k 88.40

More positions owned by Lee-Kelleher Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
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)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Lee-Kelleher Wealth Management

Top funds holding iShares Russell Midcap Index Fund

Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Northern Trust
Baird Financial
Royal Bank of Canada
Jpmorgan Chase & Co
UBS Group
Branch Banking & Trust Company
FMR
Envestnet Asset Management
Amg National Trust Bank
Tiaa Trust, National Association

View all funds holding iShares Russell Midcap Index Fund