Root Financial Partners
IWB icon

Root Financial Partners’s iShares Russell 1000 ETF IWB Stock Holding History

Root Financial Partners’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$383K Buy
921
+375
+69% +$156K 0.01% 270
2026
Q2 		$224K Sell
546
-5
-0.9% -$1.98K 0.01% 363
2026
Q1 		$196K Sell
551
-6
-1% -$2.24K 0.01% 333
2025
Q4 		$208K Buy
557
+24
+5% +$8.89K 0.01% 291
2025
Q3 		$195K Buy
+533
New +$188K 0.01% 284

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell 1000 ETF (IWB) stake by 69% in Q3 2026, buying an estimated $156K and bringing the position to 921 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #270.

Root Financial Partners first reported a position in IWB in Q3 2025 and has held it in 5 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Root Financial Partners held 921 shares of iShares Russell 1000 ETF worth $383K as of Q3 2026.
  • Root Financial Partners bought 375 iShares Russell 1000 ETF shares in Q3 2026, an estimated $156K.
  • iShares Russell 1000 ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #270 holding.
  • Root Financial Partners first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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