Root Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Root Financial Partners’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$756K	Sell	5,555 -2,753	-33%	-$398K	0.03%	168
2026 Q2	$1.23M	Buy	8,308 +219	+3%	+$30.1K	0.05%	105
2026 Q1	$1.01M	Buy	8,089 +1,308	+19%	+$166K	0.05%	106
2025 Q4	$815K	Sell	6,781 -376	-5%	-$45K	0.04%	112
2025 Q3	$851K	Buy	7,157 +1,647	+30%	+$189K	0.05%	94
2025 Q2	$602K	Buy	5,510 +391	+8%	+$40.4K	0.06%	106
2025 Q1	$535K	Sell	5,119 -1,480	-22%	-$167K	0.06%	108
2024 Q4	$760K	Buy	+6,599	New	+$788K	0.09%	81

Other funds holding IJR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

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

Root Financial Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 33% in Q3 2026, selling an estimated $398K and leaving 5,555 shares worth $756K. The position accounts for 0.03% of the portfolio, ranked #168.

Root Financial Partners first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q2 2026. 1,405 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Root Financial Partners held 5,555 shares of iShares Core S&P Small-Cap ETF worth $756K as of Q3 2026.
Root Financial Partners sold 2,753 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $398K.
iShares Core S&P Small-Cap ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #168 holding.
Root Financial Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's iShares Core S&P Small-Cap ETF position peaked at $1.23M in Q2 2026.
1,405 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

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