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 Q3	$3.3M	Buy	4,304 +849	+25%	+$648K	0.11%	58
2026 Q2	$2.59M	Buy	3,455 +110	+3%	+$80.1K	0.1%	64
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

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

Root Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 25% in Q3 2026, buying an estimated $648K and bringing the position to 4,304 shares worth $3.3M. The position accounts for 0.11% of the portfolio, ranked #58.

Root Financial Partners first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 1,989 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Root Financial Partners held 4,304 shares of iShares Core S&P 500 ETF worth $3.3M as of Q3 2026.
Root Financial Partners bought 849 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $648K.
iShares Core S&P 500 ETF made up 0.11% of Root Financial Partners's portfolio in Q3 2026, its #58 holding.
Root Financial Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
1,989 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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