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J. Derek Lewis & Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

J. Derek Lewis & Associates’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Sell
1,729
-179
-9% -$21.6K 0.04% 179
2026
Q1 		$203K Buy
1,908
+180
+10% +$20.4K 0.05% 169
2025
Q4 		$205K Buy
+1,728
New +$205K 0.05% 174

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

J. Derek Lewis & Associates's IWF Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its iShares Russell 1000 Growth ETF (IWF) stake by 9.4% in Q2 2026, selling an estimated $21.6K and leaving 1,729 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #179.

J. Derek Lewis & Associates first reported a position in IWF in Q4 2025 and has held it in 3 quarters since. 1,749 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • J. Derek Lewis & Associates held 1,729 shares of iShares Russell 1000 Growth ETF worth $215K as of Q2 2026.
  • J. Derek Lewis & Associates sold 179 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $21.6K.
  • iShares Russell 1000 Growth ETF made up 0.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #179 holding.
  • J. Derek Lewis & Associates first reported a position in iShares Russell 1000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.