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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Root Financial Partners reduced its iShares Russell 1000 ETF (IWB) stake by 0.91% in Q2 2026, selling an estimated $1.98K and leaving 546 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #363.

Root Financial Partners first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Root Financial Partners held 546 shares of iShares Russell 1000 ETF worth $224K as of Q2 2026.
Root Financial Partners sold 5 iShares Russell 1000 ETF shares in Q2 2026, an estimated $1.98K.
iShares Russell 1000 ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #363 holding.
Root Financial Partners first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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