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

Root Financial Partners’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$119K	Sell	1,116 -2,469	-69%	-$273K	﹤0.01%	656
2026 Q2	$396K	Buy	3,585 +3,208	+851%	+$337K	0.02%	233
2026 Q1	$36.7K	Buy	377 +55	+17%	+$5.49K	﹤0.01%	1018
2025 Q4	$31K	Sell	322 -843	-72%	-$81.1K	﹤0.01%	925
2025 Q3	$112K	Buy	+1,165	New	+$110K	0.01%	411

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

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

Root Financial Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 69% in Q3 2026, selling an estimated $273K and leaving 1,116 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Root Financial Partners first reported a position in IWR in Q3 2025 and has held it in 5 quarters since. The position peaked at $396K in Q2 2026. 1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Root Financial Partners held 1,116 shares of iShares Russell Mid-Cap ETF worth $119K as of Q3 2026.
Root Financial Partners sold 2,469 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $273K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #656 holding.
Root Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's iShares Russell Mid-Cap ETF position peaked at $396K in Q2 2026.
1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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