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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.7K	Buy
2025 Q4	$31K	Sell
2025 Q3	$112K	Buy