IFP Advisors’s Root ROOT Stock Holding History

IFP Advisors’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$336	Buy	6 +2	+50%	+$107	﹤0.01%	4760
2026 Q1	$177	Buy	+4	New	+$233	﹤0.01%	4645
2025 Q2	–	Hold	0	–	–	–	3617
2025 Q1	–	Sell	-104	Closed	-$11.9K	–	3786
2024 Q4	$7.7K	Buy	+104	New	+$7.18K	﹤0.01%	2639
2023 Q3	–	Sell	-4	Closed	-$36	–	3510
2023 Q2	$36	Buy	+4	New	+$22	﹤0.01%	3402
2021 Q4	–	Sell	-36	Closed	-$3K	–	3474
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	2751
2021 Q2	$7K	Hold	36	–	–	﹤0.01%	2357
2021 Q1	$8K	Buy	+36	New	+$10.9K	﹤0.01%	2236

Other funds holding ROOT

RMC

Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FCM

Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

IFP Advisors's ROOT Position: Q2 2026 in Review

IFP Advisors increased its Root (ROOT) stake by 50% in Q2 2026, buying an estimated $107 and bringing the position to 6 shares worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #4760.

IFP Advisors first reported a position in ROOT in Q1 2021 and has held it in 7 quarters since. The position peaked at $8K in Q1 2021. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

IFP Advisors held 6 shares of Root worth $336 as of Q2 2026.
IFP Advisors bought 2 Root shares in Q2 2026, an estimated $107.
Root made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4760 holding.
IFP Advisors first reported a position in Root in Q1 2021 and has held it in 7 quarters since.
IFP Advisors's Root position peaked at $8K in Q1 2021.
160 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.