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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Root Financial Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 996 shares — an estimated $145K sold.

Root Financial Partners first reported a position in IWS in Q3 2025 and held it in 3 quarters. The position peaked at $145K in Q1 2026. 1,046 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Root Financial Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 996 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $145K.
Root Financial Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares Russell Mid-Cap Value ETF position peaked at $145K in Q1 2026.
1,046 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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