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
2025 Q3	$748K	Buy
2025 Q2	$449K	Sell
2025 Q1	$697K	Buy
2024 Q4	$659K	Sell
2024 Q3	$713K	Buy
2024 Q2	$359K	Buy
2024 Q1	$333K	Buy