Root Financial Partners
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Root Financial Partners’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Root Financial Partners’s Portfolio CMDY Stock Details CMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.23K Buy
+35
New +$2.14K ﹤0.01% 2594

Other funds holding CMDY

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Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
First Foundation Advisors
First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Root Financial Partners's CMDY Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q3 2026: 35 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #2594 among its holdings.

83 funds tracked by Wall St. Rank hold CMDY as of Q3 2026.

  • Root Financial Partners held 35 shares of iShares Bloomberg Roll Select Commodity Strategy ETF worth $2.23K as of Q3 2026.
  • iShares Bloomberg Roll Select Commodity Strategy ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Bloomberg Roll Select Commodity Strategy ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2594 holding.
  • 83 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.