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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Sell	4,548 -379	-8%	-$88.3K	0.04%	117
2026 Q1	$1.05M	Buy	4,927 +252	+5%	+$55.2K	0.05%	102
2025 Q4	$983K	Buy	4,675 +1,000	+27%	+$207K	0.05%	99
2025 Q3	$748K	Buy	3,675 +1,364	+59%	+$271K	0.05%	105
2025 Q2	$449K	Sell	2,311 -1,392	-38%	-$258K	0.04%	136
2025 Q1	$697K	Buy	3,703 +145	+4%	+$27.6K	0.07%	88
2024 Q4	$659K	Sell	3,558 -201	-5%	-$38.6K	0.08%	95
2024 Q3	$713K	Buy	3,759 +1,701	+83%	+$310K	0.11%	68
2024 Q2	$359K	Buy	2,058 +198	+11%	+$34.6K	0.08%	83
2024 Q1	$333K	Buy	+1,860	New	+$315K	0.1%	70

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Root Financial Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.7% in Q2 2026, selling an estimated $88.3K and leaving 4,548 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #117.

Root Financial Partners first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Root Financial Partners held 4,548 shares of iShares Russell 1000 Value ETF worth $1.1M as of Q2 2026.
Root Financial Partners sold 379 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $88.3K.
iShares Russell 1000 Value ETF made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #117 holding.
Root Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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