Root Financial Partners
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Root Financial Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Root Financial Partners’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$80.4K Buy
+352
New +$82.2K ﹤0.01% 851
2026
Q2 		– Sell
-408
Closed -$86.1K – 1808
2026
Q1 		$86.1K Buy
408
+42
+11% +$9.09K ﹤0.01% 628
2025
Q4 		$77.6K Hold
366
– – ﹤0.01% 553
2025
Q3 		$75.6K Buy
+366
New +$73.5K ﹤0.01% 531

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares S&P 500 Value ETF (IVE) in Q3 2026: 352 shares worth $80.4K. The stake represents ﹤0.01% of the portfolio and ranks #851 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IVE as recently as Q1 2026.

Root Financial Partners first reported a position in IVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $86.1K in Q1 2026. 1,578 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Root Financial Partners held 352 shares of iShares S&P 500 Value ETF worth $80.4K as of Q3 2026.
  • iShares S&P 500 Value ETF was a new Root Financial Partners position in Q3 2026.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #851 holding.
  • Root Financial Partners first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares S&P 500 Value ETF position peaked at $86.1K in Q1 2026.
  • 1,578 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

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