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

Lewis Asset Management’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 		$218K Buy
+1,752
New +$211K 0.08% 208
2026
Q1 		– Sell
-1,752
Closed -$207K – 207
2025
Q4 		$207K Hold
1,752
– – 0.08% 175
2025
Q3 		$205K Buy
+1,752
New +$195K 0.08% 179

Other funds holding IWF

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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Lewis Asset Management opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q2 2026: 1,752 shares worth $218K. The stake represents 0.08% of the portfolio and ranks #208 among its holdings. This is a return to the name: Lewis Asset Management previously reported a position in IWF as recently as Q4 2025.

Lewis Asset Management first reported a position in IWF in Q3 2025 and has held it in 3 quarters since. 1,291 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Lewis Asset Management held 1,752 shares of iShares Russell 1000 Growth ETF worth $218K as of Q2 2026.
  • iShares Russell 1000 Growth ETF was a new Lewis Asset Management position in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.08% of Lewis Asset Management's portfolio in Q2 2026, its #208 holding.
  • Lewis Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,291 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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