Root Financial Partners
IJK icon

Root Financial Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Root Financial Partners’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$83.7K Buy
+764
New +$86.7K ﹤0.01% 829
2026
Q2 		– Sell
-750
Closed -$75.5K – 1743
2026
Q1 		$75.5K Buy
750
+13
+2% +$1.34K ﹤0.01% 694
2025
Q4 		$71.4K Sell
737
-215
-23% -$20.7K ﹤0.01% 590
2025
Q3 		$91.3K Buy
+952
New +$89.7K 0.01% 472

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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 IJK Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2026: 764 shares worth $83.7K. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IJK as recently as Q1 2026.

Root Financial Partners first reported a position in IJK in Q3 2025 and has held it in 4 quarters since. The position peaked at $91.3K in Q3 2025. 859 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • Root Financial Partners held 764 shares of iShares S&P Mid-Cap 400 Growth ETF worth $83.7K as of Q3 2026.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Root Financial Partners position in Q3 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #829 holding.
  • Root Financial Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $91.3K in Q3 2025.
  • 859 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

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