RFP
IWO icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Root Financial Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.4% in Q1 2026, selling an estimated $1.66K and leaving 361 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #523.

Root Financial Partners first reported a position in IWO in Q3 2025 and has held it in 3 quarters since. The position peaked at $118K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Root Financial Partners held 361 shares of iShares Russell 2000 Growth ETF worth $113K as of Q1 2026.
  • Root Financial Partners sold 5 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.66K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #523 holding.
  • Root Financial Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Russell 2000 Growth ETF position peaked at $118K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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