Root Financial Partners
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Root Financial Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Root Financial Partners’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.5K Buy
+88
New +$16.6K ﹤0.01% 1692
2026
Q2 		– Sell
-66
Closed -$10.8K – 1681
2026
Q1 		$10.8K Sell
66
-15
-19% -$2.62K ﹤0.01% 1653
2025
Q4 		$14.5K Buy
81
+36
+80% +$6.32K ﹤0.01% 1334
2025
Q3 		$7.96K Buy
+45
New +$7.83K ﹤0.01% 1543

Other funds holding IAI

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SFI Advisors
SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return
Valicenti Advisory Services
Valicenti Advisory Services Elmira, New York $531M AUM 36.36% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2026: 88 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #1692 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IAI as recently as Q1 2026.

Root Financial Partners first reported a position in IAI in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold IAI as of Q3 2026.

  • Root Financial Partners held 88 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $15.5K as of Q3 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF was a new Root Financial Partners position in Q3 2026.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1692 holding.
  • Root Financial Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2026.

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