Root Financial Partners
IWN icon

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

Root Financial Partners’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$201K Buy
958
+31
+3% +$6.86K 0.01% 444
2026
Q2 		$205K Sell
927
-45
-5% -$9.42K 0.01% 392
2026
Q1 		$184K Buy
972
+673
+225% +$130K 0.01% 353
2025
Q4 		$54.2K Sell
299
-3
-1% -$539 ﹤0.01% 676
2025
Q3 		$53.4K Buy
+302
New +$51K ﹤0.01% 647

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 3.3% in Q3 2026, buying an estimated $6.86K and bringing the position to 958 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #444.

Root Financial Partners first reported a position in IWN in Q3 2025 and has held it in 5 quarters since. The position peaked at $205K in Q2 2026. 966 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Root Financial Partners held 958 shares of iShares Russell 2000 Value ETF worth $201K as of Q3 2026.
  • Root Financial Partners bought 31 iShares Russell 2000 Value ETF shares in Q3 2026, an estimated $6.86K.
  • iShares Russell 2000 Value ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #444 holding.
  • Root Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's iShares Russell 2000 Value ETF position peaked at $205K in Q2 2026.
  • 966 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

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