Root Financial Partners
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Root Financial Partners’s iShares Ethereum Trust ETF ETHA Stock Holding History

Root Financial Partners’s Portfolio ETHA Stock Details ETHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.4K Buy
+123
New +$6.03K ﹤0.01% 2057
2026
Q2 		– Sell
-123
Closed -$5.82K – 3335
2026
Q1 		$5.82K Hold
123
– – ﹤0.01% 1893
2025
Q4 		$8.27K Hold
123
– – ﹤0.01% 1583
2025
Q3 		$11.6K Buy
+123
New +$10.9K ﹤0.01% 1394

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Titleist Asset Management
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Sloy Dahl & Holst
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Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
BNC Wealth Management
BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return
PPSC Investment Service
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Spectrum Strategic Capital Management
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Corecam Pte Ltd
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Cobblestone Asset Management
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Ethereum Trust ETF (ETHA) in Q3 2026: 123 shares worth $7.4K. The stake represents ﹤0.01% of the portfolio and ranks #2057 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ETHA as recently as Q1 2026.

Root Financial Partners first reported a position in ETHA in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.6K in Q3 2025. 159 funds tracked by Wall St. Rank hold ETHA as of Q3 2026.

  • Root Financial Partners held 123 shares of iShares Ethereum Trust ETF worth $7.4K as of Q3 2026.
  • iShares Ethereum Trust ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Ethereum Trust ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2057 holding.
  • Root Financial Partners first reported a position in iShares Ethereum Trust ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Ethereum Trust ETF position peaked at $11.6K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q3 2026.

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