Root Financial Partners
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
Q3 		$124K Buy
+348
New +$131K ﹤0.01% 631
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q3 2026: 348 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IWO as recently as Q1 2026.

Root Financial Partners first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. 697 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Root Financial Partners held 348 shares of iShares Russell 2000 Growth ETF worth $124K as of Q3 2026.
  • iShares Russell 2000 Growth ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #631 holding.
  • Root Financial Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 697 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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