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 Q3	$248K	Buy	+1,802	New	+$253K	0.01%	365
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2026: 1,802 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #365 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IWP as recently as Q1 2026.

Root Financial Partners first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. 843 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

Root Financial Partners held 1,802 shares of iShares Russell Mid-Cap Growth ETF worth $248K as of Q3 2026.
iShares Russell Mid-Cap Growth ETF was a new Root Financial Partners position in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #365 holding.
Root Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
843 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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