Root Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$599K	Sell	4,212 -1,206	-22%	-$167K	0.02%	194
2026 Q2	$745K	Buy	5,418 +1,456	+37%	+$192K	0.03%	148
2026 Q1	$448K	Buy	3,962 +3,172	+402%	+$381K	0.02%	181
2025 Q4	$97.4K	Sell	790 -488	-38%	-$59.7K	0.01%	474
2025 Q3	$154K	Buy	+1,278	New	+$147K	0.01%	329

Other funds holding IVW

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

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

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

Root Financial Partners reduced its iShares S&P 500 Growth ETF (IVW) stake by 22% in Q3 2026, selling an estimated $167K and leaving 4,212 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #194.

Root Financial Partners first reported a position in IVW in Q3 2025 and has held it in 5 quarters since. The position peaked at $745K in Q2 2026. 1,046 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Root Financial Partners held 4,212 shares of iShares S&P 500 Growth ETF worth $599K as of Q3 2026.
Root Financial Partners sold 1,206 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $167K.
iShares S&P 500 Growth ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #194 holding.
Root Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's iShares S&P 500 Growth ETF position peaked at $745K in Q2 2026.
1,046 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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