Seven Hills Financial, LLC’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Seven Hills Financial, LLC’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 Q3	$501K	Buy	+4,000	New	+$489K	0.3%	51

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Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

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

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

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

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

Seven Hills Financial, LLC opened a new position in iShares Russell 1000 Growth ETF (IWF) in Q3 2026: 4,000 shares worth $501K. The stake represents 0.3% of the portfolio and ranks #51 among its holdings.

224 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

Seven Hills Financial, LLC held 4,000 shares of iShares Russell 1000 Growth ETF worth $501K as of Q3 2026.
iShares Russell 1000 Growth ETF was a new Seven Hills Financial, LLC position in Q3 2026.
iShares Russell 1000 Growth ETF made up 0.3% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #51 holding.
224 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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