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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's IWD Position: Q1 2026 in Review

Root Financial Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 5.4% in Q1 2026, buying an estimated $55.2K and bringing the position to 4,927 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #102.

Root Financial Partners first reported a position in IWD in Q1 2024 and has held it in 9 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Root Financial Partners held 4,927 shares of iShares Russell 1000 Value ETF worth $1.05M as of Q1 2026.
Root Financial Partners bought 252 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $55.2K.
iShares Russell 1000 Value ETF made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #102 holding.
Root Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.