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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$424K Buy
1,964
+187
+11% +$40.4K 0.04% 146
2025
Q1 		$354K Buy
1,777
+145
+9% +$28.9K 0.04% 139
2024
Q4 		$361K Buy
1,632
+506
+45% +$112K 0.04% 136
2024
Q3 		$249K Buy
+1,126
New +$249K 0.04% 135