Root Financial Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$124K	Buy	+641	New	+$121K	﹤0.01%	632
2026 Q2	–	Sell	-76	Closed	-$11.8K	–	1807
2026 Q1	$11.8K	Hold	76	–	–	﹤0.01%	1602
2025 Q4	$12.8K	Sell	76 -12	-14%	-$2K	﹤0.01%	1396
2025 Q3	$14.5K	Buy	+88	New	+$13.8K	﹤0.01%	1279

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 641 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IUSG as recently as Q1 2026.

Root Financial Partners first reported a position in IUSG in Q3 2025 and has held it in 4 quarters since. 840 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Root Financial Partners held 641 shares of iShares Core S&P US Growth ETF worth $124K as of Q3 2026.
iShares Core S&P US Growth ETF was a new Root Financial Partners position in Q3 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #632 holding.
Root Financial Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 4 quarters since.
840 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

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