Seven Hills Financial, LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Seven Hills Financial, LLC’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$260K	Buy	+1,050	New	+$265K	0.16%	88

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LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Seven Hills Financial, LLC's IWD Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 1,050 shares worth $260K. The stake represents 0.16% of the portfolio and ranks #88 among its holdings.

158 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Seven Hills Financial, LLC held 1,050 shares of iShares Russell 1000 Value ETF worth $260K as of Q3 2026.
iShares Russell 1000 Value ETF was a new Seven Hills Financial, LLC position in Q3 2026.
iShares Russell 1000 Value ETF made up 0.16% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #88 holding.
158 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.