Root Financial Partners
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Root Financial Partners’s InterContinental Hotels IHG Stock Holding History

Root Financial Partners’s Portfolio IHG Stock Details IHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.49K Buy
+59
New +$9.4K ﹤0.01% 1935
2026
Q2 		– Sell
-16
Closed -$2.14K – 1735
2026
Q1 		$2.14K Buy
16
+12
+300% +$1.65K ﹤0.01% 2288
2025
Q4 		$563 Sell
4
-23
-85% -$2.99K ﹤0.01% 2192
2025
Q3 		$3.27K Buy
+27
New +$3.23K ﹤0.01% 1858

Other funds holding IHG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning Stockholm, Sweden $23.7B AUM 28.98% 1-Year Est. Return
Trillium Asset Management
Trillium Asset Management Boston, Massachusetts $3.19B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Root Financial Partners opened a new position in InterContinental Hotels (IHG) in Q3 2026: 59 shares worth $9.49K. The stake represents ﹤0.01% of the portfolio and ranks #1935 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IHG as recently as Q1 2026.

Root Financial Partners first reported a position in IHG in Q3 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold IHG as of Q3 2026.

  • Root Financial Partners held 59 shares of InterContinental Hotels worth $9.49K as of Q3 2026.
  • InterContinental Hotels was a new Root Financial Partners position in Q3 2026.
  • InterContinental Hotels made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1935 holding.
  • Root Financial Partners first reported a position in InterContinental Hotels in Q3 2025 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held InterContinental Hotels as of Q3 2026.

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