Seven Mile Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Seven Mile Advisory’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 Q1	–	Sell	-24,056	Closed	-$5.06M	–	244
2025 Q4	$5.06M	Sell	24,056 -6,162	-20%	-$1.27M	0.87%	34
2025 Q3	$6.15M	Buy	30,218 +22,320	+283%	+$4.44M	0.99%	28
2025 Q2	$1.53M	Sell	7,898 -78	-1%	-$14.4K	0.92%	17
2025 Q1	$1.5M	Buy	7,976 +65	+0.8%	+$12.4K	1%	16
2024 Q4	$1.46M	Hold	7,911	–	–	0.93%	18
2024 Q3	$1.5M	Hold	7,911	–	–	0.99%	17
2024 Q2	$1.38M	Sell	7,911 -30	-0.4%	-$5.25K	1.01%	18
2024 Q1	$1.42M	Hold	7,941	–	–	1.08%	17
2023 Q4	$1.31M	Sell	7,941 -252	-3%	-$38.9K	1.14%	17
2023 Q3	$1.24M	Buy	8,193 +212	+3%	+$33.6K	1.31%	13
2023 Q2	$1.26M	Buy	+7,981	New	+$1.22M	1.47%	10

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seven Mile Advisory's IWD Position: Q1 2026 in Review

Seven Mile Advisory sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 24,056 shares — an estimated $5.06M sold.

Seven Mile Advisory first reported a position in IWD in Q2 2023 and held it in 11 quarters. The position peaked at $6.15M in Q3 2025. 1,899 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Seven Mile Advisory reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Seven Mile Advisory sold 24,056 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $5.06M.
Seven Mile Advisory first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and held it in 11 quarters.
Seven Mile Advisory's iShares Russell 1000 Value ETF position peaked at $6.15M in Q3 2025.
1,899 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.