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 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Root Financial Partners reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.6% in Q2 2026, selling an estimated $9.42K and leaving 927 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #392.

Root Financial Partners first reported a position in IWN in Q3 2025 and has held it in 4 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Root Financial Partners held 927 shares of iShares Russell 2000 Value ETF worth $205K as of Q2 2026.
Root Financial Partners sold 45 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $9.42K.
iShares Russell 2000 Value ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #392 holding.
Root Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 4 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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