Root Financial Partners
IWF icon

Root Financial Partners’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Root Financial Partners’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.04M Buy
8,305
+1,745
+27% +$213K 0.03% 129
2026
Q2 		$815K Sell
6,560
-1,092
-14% -$132K 0.03% 138
2026
Q1 		$816K Buy
7,652
+344
+5% +$39K 0.04% 118
2025
Q4 		$865K Buy
7,308
+2,164
+42% +$256K 0.04% 106
2025
Q3 		$602K Buy
5,144
+1,880
+58% +$209K 0.04% 127
2025
Q2 		$346K Sell
3,264
-3,056
-48% -$292K 0.03% 168
2025
Q1 		$570K Buy
6,320
+1,200
+23% +$118K 0.06% 100
2024
Q4 		$514K Sell
5,120
-1,096
-18% -$108K 0.06% 113
2024
Q3 		$583K Buy
+6,216
New +$564K 0.09% 82

Other funds holding IWF

SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 27% in Q3 2026, buying an estimated $213K and bringing the position to 8,305 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #129.

Root Financial Partners first reported a position in IWF in Q3 2024 and has held it in 9 quarters since. 1,144 funds tracked by Wall St. Rank hold IWF as of Q3 2026.

  • Root Financial Partners held 8,305 shares of iShares Russell 1000 Growth ETF worth $1.04M as of Q3 2026.
  • Root Financial Partners bought 1,745 iShares Russell 1000 Growth ETF shares in Q3 2026, an estimated $213K.
  • iShares Russell 1000 Growth ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #129 holding.
  • Root Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,144 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2026.

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