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J. Derek Lewis & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

J. Derek Lewis & Associates’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$343K Hold
804
– – 0.06% 131
2026
Q1 		$298K Hold
804
– – 0.07% 138
2025
Q4 		$311K Buy
+804
New +$309K 0.07% 134

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

J. Derek Lewis & Associates held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 804 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #131.

J. Derek Lewis & Associates first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • J. Derek Lewis & Associates held 804 shares of iShares Russell 3000 ETF worth $343K as of Q2 2026.
  • J. Derek Lewis & Associates left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #131 holding.
  • J. Derek Lewis & Associates first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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