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 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell 1000 Growth ETF (IWF) stake by 4.7% in Q1 2026, buying an estimated $39K and bringing the position to 7,652 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #118.

Root Financial Partners first reported a position in IWF in Q3 2024 and has held it in 7 quarters since. The position peaked at $865K in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Root Financial Partners held 7,652 shares of iShares Russell 1000 Growth ETF worth $816K as of Q1 2026.
Root Financial Partners bought 344 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $39K.
iShares Russell 1000 Growth ETF made up 0.04% of Root Financial Partners's portfolio in Q1 2026, its #118 holding.
Root Financial Partners first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Root Financial Partners's iShares Russell 1000 Growth ETF position peaked at $865K in Q4 2025.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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