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Root Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Root Financial Partners’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Buy
1,035
+68
+7% +$9.2K 0.01% 453
2025
Q4 		$132K Buy
967
+472
+95% +$66K 0.01% 378
2025
Q3 		$70.5K Buy
+495
New +$69.9K ﹤0.01% 556

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7% in Q1 2026, buying an estimated $9.2K and bringing the position to 1,035 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #453.

Root Financial Partners first reported a position in IWP in Q3 2025 and has held it in 3 quarters since. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Root Financial Partners held 1,035 shares of iShares Russell Mid-Cap Growth ETF worth $133K as of Q1 2026.
  • Root Financial Partners bought 68 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $9.2K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #453 holding.
  • Root Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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