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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B 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 $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Root Financial Partners's IWN Position: Q1 2026 in Review

Root Financial Partners increased its iShares Russell 2000 Value ETF (IWN) stake by 225% in Q1 2026, buying an estimated $130K and bringing the position to 972 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #353.

Root Financial Partners first reported a position in IWN in Q3 2025 and has held it in 3 quarters since. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Root Financial Partners held 972 shares of iShares Russell 2000 Value ETF worth $184K as of Q1 2026.
  • Root Financial Partners bought 673 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $130K.
  • iShares Russell 2000 Value ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #353 holding.
  • Root Financial Partners first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.