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 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 $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 851% in Q2 2026, buying an estimated $337K and bringing the position to 3,585 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #233.

Root Financial Partners first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Root Financial Partners held 3,585 shares of iShares Russell Mid-Cap ETF worth $396K as of Q2 2026.
Root Financial Partners bought 3,208 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $337K.
iShares Russell Mid-Cap ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #233 holding.
Root Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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