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 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

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Root Financial Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,615 shares worth $689K. The position accounts for 0.03% of the portfolio, ranked #155.

Root Financial Partners first reported a position in IWV in Q3 2025 and has held it in 4 quarters since. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Root Financial Partners held 1,615 shares of iShares Russell 3000 ETF worth $689K as of Q2 2026.
Root Financial Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #155 holding.
Root Financial Partners first reported a position in iShares Russell 3000 ETF in Q3 2025 and has held it in 4 quarters since.
909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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