Root Financial Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Root Financial Partners’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.85K	Buy	+26	New	+$2.88K	﹤0.01%	2473
2026 Q2	–	Sell	-26	Closed	-$2.41K	–	1816
2026 Q1	$2.41K	Hold	26	–	–	﹤0.01%	2237
2025 Q4	$2.39K	Sell	26 -30	-54%	-$2.69K	﹤0.01%	1957
2025 Q3	$4.92K	Buy	+56	New	+$4.8K	﹤0.01%	1732

Other funds holding IWX

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.17% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q3 2026: 26 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #2473 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IWX as recently as Q1 2026.

Root Financial Partners first reported a position in IWX in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.92K in Q3 2025. 153 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Root Financial Partners held 26 shares of iShares Russell Top 200 Value ETF worth $2.85K as of Q3 2026.
iShares Russell Top 200 Value ETF was a new Root Financial Partners position in Q3 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2473 holding.
Root Financial Partners first reported a position in iShares Russell Top 200 Value ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's iShares Russell Top 200 Value ETF position peaked at $4.92K in Q3 2025.
153 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

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