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International Assets Investment Management’s Root ROOT Stock Holding History

International Assets Investment Management’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 		$3.3K Hold
55
– – ﹤0.01% 2048
2026
Q1 		$2.38K Hold
55
– – ﹤0.01% 1966
2025
Q4 		$3.97K Buy
+55
New +$4.38K ﹤0.01% 1846
2023
Q2 		– Sell
-5
Closed -$23 – 836
2023
Q1 		$23 Buy
+5
New +$25 ﹤0.01% 1130

Other funds holding ROOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

International Assets Investment Management's ROOT Position: Q2 2026 in Review

International Assets Investment Management held its Root (ROOT) position steady in Q2 2026 at 55 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

International Assets Investment Management first reported a position in ROOT in Q1 2023 and has held it in 4 quarters since. The position peaked at $3.97K in Q4 2025. 79 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • International Assets Investment Management held 55 shares of Root worth $3.3K as of Q2 2026.
  • International Assets Investment Management left its Root share count unchanged in Q2 2026.
  • Root made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2048 holding.
  • International Assets Investment Management first reported a position in Root in Q1 2023 and has held it in 4 quarters since.
  • International Assets Investment Management's Root position peaked at $3.97K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Root as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.