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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Root Financial Partners's IVW Position: Q2 2026 in Review

Root Financial Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 37% in Q2 2026, buying an estimated $192K and bringing the position to 5,418 shares worth $745K. The position accounts for 0.03% of the portfolio, ranked #148.

Root Financial Partners first reported a position in IVW in Q3 2025 and has held it in 4 quarters since. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Root Financial Partners held 5,418 shares of iShares S&P 500 Growth ETF worth $745K as of Q2 2026.
Root Financial Partners bought 1,456 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $192K.
iShares S&P 500 Growth ETF made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #148 holding.
Root Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 4 quarters since.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.