Root Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Root Financial Partners’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Buy	4,814 +1,473	+44%	+$380K	0.06%	91
2025 Q4	$822K	Buy	3,341 +265	+9%	+$65.2K	0.04%	110
2025 Q3	$744K	Buy	3,076 +1,112	+57%	+$255K	0.05%	106
2025 Q2	$424K	Buy	1,964 +187	+11%	+$37.6K	0.04%	146
2025 Q1	$354K	Buy	1,777 +145	+9%	+$31.5K	0.04%	139
2024 Q4	$361K	Buy	1,632 +506	+45%	+$115K	0.04%	136
2024 Q3	$249K	Buy	+1,126	New	+$241K	0.04%	135

Other funds holding IWM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell 2000 ETF (IWM) stake by 44% in Q1 2026, buying an estimated $380K and bringing the position to 4,814 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #91.

Root Financial Partners first reported a position in IWM in Q3 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Root Financial Partners held 4,814 shares of iShares Russell 2000 ETF worth $1.19M as of Q1 2026.
Root Financial Partners bought 1,473 iShares Russell 2000 ETF shares in Q1 2026, an estimated $380K.
iShares Russell 2000 ETF made up 0.06% of Root Financial Partners's portfolio in Q1 2026, its #91 holding.
Root Financial Partners first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 7 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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