Lewis Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

Lewis Asset Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Buy	766 +1	+0.1%	+$396	0.11%	171
2026 Q1	$273K	Buy	765 +1	+0.1%	+$373	0.11%	163
2025 Q4	$285K	Buy	764 +1	+0.1%	+$370	0.12%	149
2025 Q3	$279K	Buy	763 +1	+0.1%	+$352	0.11%	156
2025 Q2	$259K	Buy	762 +1	+0.1%	+$314	0.12%	153
2025 Q1	$233K	Sell	761 -24	-3%	-$7.76K	0.19%	110
2024 Q4	$253K	Buy	785 +1	+0.1%	+$324	0.19%	111
2024 Q3	$246K	Buy	+784	New	+$237K	0.18%	114

Other funds holding IWB

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Lewis Asset Management's IWB Position: Q2 2026 in Review

Lewis Asset Management increased its iShares Russell 1000 ETF (IWB) stake by 0.13% in Q2 2026, buying an estimated $396 and bringing the position to 766 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #171.

Lewis Asset Management first reported a position in IWB in Q3 2024 and has held it in 8 quarters since. 444 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Lewis Asset Management held 766 shares of iShares Russell 1000 ETF worth $314K as of Q2 2026.
Lewis Asset Management bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
iShares Russell 1000 ETF made up 0.11% of Lewis Asset Management's portfolio in Q2 2026, its #171 holding.
Lewis Asset Management first reported a position in iShares Russell 1000 ETF in Q3 2024 and has held it in 8 quarters since.
444 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.