Root Financial Partners’s Northern Trust International Quality Dividend Dynamic ETF IQDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$43.7K	Buy	+1,040	New	+$44.6K	﹤0.01%	1154

Other funds holding IQDY

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

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

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in Northern Trust International Quality Dividend Dynamic ETF (IQDY) in Q3 2026: 1,040 shares worth $43.7K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings.

9 funds tracked by Wall St. Rank hold IQDY as of Q3 2026.

Root Financial Partners held 1,040 shares of Northern Trust International Quality Dividend Dynamic ETF worth $43.7K as of Q3 2026.
Northern Trust International Quality Dividend Dynamic ETF was a new Root Financial Partners position in Q3 2026.
Northern Trust International Quality Dividend Dynamic ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1154 holding.
9 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend Dynamic ETF as of Q3 2026.

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