Root Financial Partners
IWD icon

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
Q3 		$1.14M Buy
4,607
+59
+1% +$14.9K 0.04% 117
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

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 1.3% in Q3 2026, buying an estimated $14.9K and bringing the position to 4,607 shares worth $1.14M. 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 11 quarters since. 883 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Root Financial Partners held 4,607 shares of iShares Russell 1000 Value ETF worth $1.14M as of Q3 2026.
  • Root Financial Partners bought 59 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $14.9K.
  • iShares Russell 1000 Value ETF made up 0.04% of Root Financial Partners's portfolio in Q3 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 11 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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