Root Financial Partners
IDR icon

Root Financial Partners’s Idaho Strategic Resources IDR Stock Holding History

Root Financial Partners’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$924 Buy
+33
New +$1.02K ﹤0.01% 2978
2026
Q2 		– Sell
-10
Closed -$321 – 1714
2026
Q1 		$321 Buy
+10
New +$388 ﹤0.01% 3011

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Navellier & Associates
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JW Asset Management
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LPL Financial
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Root Financial Partners opened a new position in Idaho Strategic Resources (IDR) in Q3 2026: 33 shares worth $924. The stake represents ﹤0.01% of the portfolio and ranks #2978 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IDR as recently as Q1 2026.

Root Financial Partners first reported a position in IDR in Q1 2026 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold IDR as of Q3 2026.

  • Root Financial Partners held 33 shares of Idaho Strategic Resources worth $924 as of Q3 2026.
  • Idaho Strategic Resources was a new Root Financial Partners position in Q3 2026.
  • Idaho Strategic Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2978 holding.
  • Root Financial Partners first reported a position in Idaho Strategic Resources in Q1 2026 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q3 2026.

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