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 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

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell 3000 ETF (IWV) stake by 233% in Q1 2026, buying an estimated $437K and bringing the position to 1,615 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #150.

Root Financial Partners first reported a position in IWV in Q3 2025 and has held it in 3 quarters since. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Root Financial Partners held 1,615 shares of iShares Russell 3000 ETF worth $599K as of Q1 2026.
Root Financial Partners bought 1,130 iShares Russell 3000 ETF shares in Q1 2026, an estimated $437K.
iShares Russell 3000 ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #150 holding.
Root Financial Partners first reported a position in iShares Russell 3000 ETF in Q3 2025 and has held it in 3 quarters since.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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