Seven Mile Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Seven Mile Advisory’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
2025 Q4	–	Sell	-24,208	Closed	-$2.83M	–	287
2025 Q3	$2.83M	Buy	24,208 +660	+3%	+$73.5K	0.46%	44
2025 Q2	$2.5M	Sell	23,548 -368	-2%	-$35.2K	1.5%	11
2025 Q1	$2.16M	Sell	23,916 -956	-4%	-$94.3K	1.44%	13
2024 Q4	$2.5M	Buy	24,872 +992	+4%	+$97.6K	1.59%	12
2024 Q3	$2.24M	Hold	23,880	–	–	1.48%	12
2024 Q2	$2.18M	Buy	23,880 +2,620	+12%	+$224K	1.6%	12
2024 Q1	$1.79M	Hold	21,260	–	–	1.36%	14
2023 Q4	$1.61M	Buy	21,260 +8,116	+62%	+$574K	1.4%	13
2023 Q3	$874K	Buy	13,144 +2,244	+21%	+$155K	0.92%	20
2023 Q2	$750K	Buy	+10,900	New	+$693K	0.87%	24

Other funds holding IWF

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Seven Mile Advisory's IWF Position: Q4 2025 in Review

Seven Mile Advisory sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2025, closing a stake of 24,208 shares — an estimated $2.83M sold.

Seven Mile Advisory first reported a position in IWF in Q2 2023 and held it in 10 quarters. The position peaked at $2.83M in Q3 2025. 2,523 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

Seven Mile Advisory reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Seven Mile Advisory sold 24,208 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $2.83M.
Seven Mile Advisory first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and held it in 10 quarters.
Seven Mile Advisory's iShares Russell 1000 Growth ETF position peaked at $2.83M in Q3 2025.
2,523 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.