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Root Financial Partners’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Root Financial Partners’s Portfolio IVOL Stock Details IVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21
Closed -$405 – 2484
2025
Q3 		$405 Buy
+21
New +$411 ﹤0.01% 2165

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Root Financial Partners's IVOL Position: Q4 2025 in Review

Root Financial Partners sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2025, closing a stake of 21 shares — an estimated $405 sold.

Root Financial Partners first reported a position in IVOL in Q3 2025 and held it in 1 quarter. The position peaked at $405 in Q3 2025. 91 funds tracked by Wall St. Rank hold IVOL as of Q4 2025.

  • Root Financial Partners reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 21 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2025, an estimated $405.
  • Root Financial Partners first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $405 in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.