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Lewis Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lewis Asset Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Sell
1,957
-50
-2% -$6.89K 0.1% 178
2026
Q1 		$257K Sell
2,007
-15
-0.7% -$2.03K 0.11% 168
2025
Q4 		$277K Sell
2,022
-248
-11% -$34.7K 0.11% 152
2025
Q3 		$323K Buy
2,270
+119
+6% +$16.8K 0.13% 142
2025
Q2 		$298K Buy
+2,151
New +$272K 0.14% 143

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Lewis Asset Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.5% in Q2 2026, selling an estimated $6.89K and leaving 1,957 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #178.

Lewis Asset Management first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. The position peaked at $323K in Q3 2025. 584 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Lewis Asset Management held 1,957 shares of iShares Russell Mid-Cap Growth ETF worth $287K as of Q2 2026.
  • Lewis Asset Management sold 50 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.89K.
  • iShares Russell Mid-Cap Growth ETF made up 0.1% of Lewis Asset Management's portfolio in Q2 2026, its #178 holding.
  • Lewis Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Lewis Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $323K in Q3 2025.
  • 584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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