Root Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.19M	Buy	3,345 +729	+28%	+$498K	0.1%	60
2025 Q4	$1.79M	Buy	2,616 +470	+22%	+$319K	0.09%	64
2025 Q3	$1.44M	Buy	2,146 +12	+0.6%	+$7.73K	0.09%	70
2025 Q2	$1.32M	Buy	2,134 +136	+7%	+$78.1K	0.13%	58
2025 Q1	$1.12M	Buy	1,998 +469	+31%	+$277K	0.12%	62
2024 Q4	$900K	Buy	1,529 +38	+3%	+$22.5K	0.11%	68
2024 Q3	$860K	Buy	1,491 +593	+66%	+$330K	0.14%	57
2024 Q2	$491K	Buy	898 +333	+59%	+$175K	0.12%	68
2024 Q1	$297K	Buy	565 +1	+0.2%	+$500	0.09%	80
2023 Q4	$269K	Buy	+564	New	+$252K	0.1%	66

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Root Financial Partners's IVV Position: Q1 2026 in Review

Root Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 28% in Q1 2026, buying an estimated $498K and bringing the position to 3,345 shares worth $2.19M. The position accounts for 0.1% of the portfolio, ranked #60.

Root Financial Partners first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Root Financial Partners held 3,345 shares of iShares Core S&P 500 ETF worth $2.19M as of Q1 2026.
Root Financial Partners bought 729 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $498K.
iShares Core S&P 500 ETF made up 0.1% of Root Financial Partners's portfolio in Q1 2026, its #60 holding.
Root Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.