Root Financial Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Root Financial Partners's IVE Position: Q1 2026 in Review
Root Financial Partners increased its iShares S&P 500 Value ETF (IVE) stake by 11% in Q1 2026, buying an estimated $9.09K and bringing the position to 408 shares worth $86.1K. The position accounts for ﹤0.01% of the portfolio, ranked #628.
Root Financial Partners first reported a position in IVE in Q3 2025 and has held it in 3 quarters since. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Root Financial Partners held 408 shares of iShares S&P 500 Value ETF worth $86.1K as of Q1 2026.
- Root Financial Partners bought 42 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $9.09K.
- iShares S&P 500 Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #628 holding.
- Root Financial Partners first reported a position in iShares S&P 500 Value ETF in Q3 2025 and has held it in 3 quarters since.
- 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.