Lewis Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89M	Sell	4,801 -335	-7%	-$122K	0.66%	36
2026 Q1	$1.61M	Hold	5,136	–	–	0.66%	39
2025 Q4	$1.66M	Buy	5,136 +100	+2%	+$32.5K	0.68%	38
2025 Q3	$1.61M	Buy	5,036 +260	+5%	+$78.4K	0.66%	36
2025 Q2	$1.37M	Buy	+4,776	New	+$1.26M	0.64%	39

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

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

Lewis Asset Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6.5% in Q2 2026, selling an estimated $122K and leaving 4,801 shares worth $1.89M. The position accounts for 0.66% of the portfolio, ranked #36.

Lewis Asset Management first reported a position in IWO in Q2 2025 and has held it in 5 quarters since. 491 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Lewis Asset Management held 4,801 shares of iShares Russell 2000 Growth ETF worth $1.89M as of Q2 2026.
Lewis Asset Management sold 335 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $122K.
iShares Russell 2000 Growth ETF made up 0.66% of Lewis Asset Management's portfolio in Q2 2026, its #36 holding.
Lewis Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
491 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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