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Seven Hills Financial, LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Seven Hills Financial, LLC’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
Q3 		$1.73M Buy
+12,602
New +$1.77M 1.05% 21

Other funds holding IWP

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Seven Hills Financial, LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026: 12,602 shares worth $1.73M. The stake represents 1.05% of the portfolio and ranks #21 among its holdings.

98 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Seven Hills Financial, LLC held 12,602 shares of iShares Russell Mid-Cap Growth ETF worth $1.73M as of Q3 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • iShares Russell Mid-Cap Growth ETF made up 1.05% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #21 holding.
  • 98 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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