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

Root Financial Partners’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$301K Buy
+1,871
New +$314K 0.01% 319
2026
Q2 		– Sell
-996
Closed -$145K – 1815
2026
Q1 		$145K Buy
996
+15
+2% +$2.23K 0.01% 424
2025
Q4 		$138K Buy
981
+479
+95% +$67K 0.01% 364
2025
Q3 		$70.1K Buy
+502
New +$68.6K ﹤0.01% 557

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 1,871 shares worth $301K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IWS as recently as Q1 2026.

Root Financial Partners first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Root Financial Partners held 1,871 shares of iShares Russell Mid-Cap Value ETF worth $301K as of Q3 2026.
  • iShares Russell Mid-Cap Value ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #319 holding.
  • Root Financial Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 926 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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