Root Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Root Financial Partners's IVV Position: Q2 2026 in Review
Root Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, buying an estimated $80.1K and bringing the position to 3,455 shares worth $2.59M. The position accounts for 0.1% of the portfolio, ranked #64.
Root Financial Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Root Financial Partners held 3,455 shares of iShares Core S&P 500 ETF worth $2.59M as of Q2 2026.
- Root Financial Partners bought 110 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $80.1K.
- iShares Core S&P 500 ETF made up 0.1% of Root Financial Partners's portfolio in Q2 2026, its #64 holding.
- Root Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
- 4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.