Root Financial Partners
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Root Financial Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Root Financial Partners’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$86.6K Buy
+813
New +$81.5K ﹤0.01% 805
2026
Q2 		– Sell
-805
Closed -$64.4K – 1733
2026
Q1 		$64.4K Sell
805
-284
-26% -$25.1K ﹤0.01% 753
2025
Q4 		$115K Sell
1,089
-11
-1% -$1.21K 0.01% 423
2025
Q3 		$127K Buy
+1,100
New +$122K 0.01% 367

Other funds holding IGV

Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 813 shares worth $86.6K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IGV as recently as Q1 2026.

Root Financial Partners first reported a position in IGV in Q3 2025 and has held it in 4 quarters since. The position peaked at $127K in Q3 2025. 604 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Root Financial Partners held 813 shares of iShares Expanded Tech-Software Sector ETF worth $86.6K as of Q3 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #805 holding.
  • Root Financial Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Expanded Tech-Software Sector ETF position peaked at $127K in Q3 2025.
  • 604 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

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