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 Q2	–	Sell	-1,035	Closed	-$133K	–	1814
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Root Financial Partners sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 1,035 shares — an estimated $133K sold.

Root Financial Partners first reported a position in IWP in Q3 2025 and held it in 3 quarters. The position peaked at $133K in Q1 2026. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Root Financial Partners reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,035 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $133K.
Root Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares Russell Mid-Cap Growth ETF position peaked at $133K in Q1 2026.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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