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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Root Financial Partners's IWM Position: Q2 2026 in Review

Root Financial Partners increased its iShares Russell 2000 ETF (IWM) stake by 36% in Q2 2026, buying an estimated $480K and bringing the position to 6,523 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #78.

Root Financial Partners first reported a position in IWM in Q3 2024 and has held it in 8 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Root Financial Partners held 6,523 shares of iShares Russell 2000 ETF worth $1.96M as of Q2 2026.
Root Financial Partners bought 1,709 iShares Russell 2000 ETF shares in Q2 2026, an estimated $480K.
iShares Russell 2000 ETF made up 0.08% of Root Financial Partners's portfolio in Q2 2026, its #78 holding.
Root Financial Partners first reported a position in iShares Russell 2000 ETF in Q3 2024 and has held it in 8 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.