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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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 17% in Q1 2026, buying an estimated $5.49K and bringing the position to 377 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Root Financial Partners first reported a position in IWR in Q3 2025 and has held it in 3 quarters since. The position peaked at $112K in Q3 2025. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Root Financial Partners held 377 shares of iShares Russell Mid-Cap ETF worth $36.7K as of Q1 2026.
  • Root Financial Partners bought 55 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $5.49K.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1018 holding.
  • Root Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Russell Mid-Cap ETF position peaked at $112K in Q3 2025.
  • 1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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