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 Q3	$1.79M	Sell	6,458 -65	-1%	-$19.1K	0.06%	87
2026 Q2	$1.96M	Buy	6,523 +1,709	+36%	+$480K	0.08%	78
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Root Financial Partners reduced its iShares Russell 2000 ETF (IWM) stake by 1% in Q3 2026, selling an estimated $19.1K and leaving 6,458 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #87.

Root Financial Partners first reported a position in IWM in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q2 2026. 1,180 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Root Financial Partners held 6,458 shares of iShares Russell 2000 ETF worth $1.79M as of Q3 2026.
Root Financial Partners sold 65 iShares Russell 2000 ETF shares in Q3 2026, an estimated $19.1K.
iShares Russell 2000 ETF made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #87 holding.
Root Financial Partners first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's iShares Russell 2000 ETF position peaked at $1.96M in Q2 2026.
1,180 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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