Root Financial Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
Other funds holding IVW
Root Financial Partners's IVW Position: Q1 2026 in Review
Root Financial Partners increased its iShares S&P 500 Growth ETF (IVW) stake by 402% in Q1 2026, buying an estimated $381K and bringing the position to 3,962 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #181.
Root Financial Partners first reported a position in IVW in Q3 2025 and has held it in 3 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Root Financial Partners held 3,962 shares of iShares S&P 500 Growth ETF worth $448K as of Q1 2026.
- Root Financial Partners bought 3,172 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $381K.
- iShares S&P 500 Growth ETF made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #181 holding.
- Root Financial Partners first reported a position in iShares S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.