Root Financial Partners
IWV icon

Root Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Root Financial Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$697K Hold
1,615
– – 0.02% 181
2026
Q2 		$689K Hold
1,615
– – 0.03% 155
2026
Q1 		$599K Buy
1,615
+1,130
+233% +$437K 0.03% 150
2025
Q4 		$188K Sell
485
-472
-49% -$181K 0.01% 313
2025
Q3 		$363K Buy
+957
New +$349K 0.02% 185

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Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Finley Financial
Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

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

Root Financial Partners held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 1,615 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #181.

Root Financial Partners first reported a position in IWV in Q3 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Root Financial Partners held 1,615 shares of iShares Russell 3000 ETF worth $697K as of Q3 2026.
  • Root Financial Partners left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #181 holding.
  • Root Financial Partners first reported a position in iShares Russell 3000 ETF in Q3 2025 and has held it in 5 quarters since.
  • 359 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

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