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Root Financial Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Root Financial Partners’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-361
Closed -$113K – 1813
2026
Q1 		$113K Sell
361
-5
-1% -$1.66K 0.01% 523
2025
Q4 		$118K Hold
366
– – 0.01% 415
2025
Q3 		$117K Buy
+366
New +$110K 0.01% 393

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Root Financial Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 361 shares — an estimated $113K sold.

Root Financial Partners first reported a position in IWO in Q3 2025 and held it in 3 quarters. The position peaked at $118K in Q4 2025. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 361 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $113K.
  • Root Financial Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Russell 2000 Growth ETF position peaked at $118K in Q4 2025.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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