Root Financial Partners
IWY icon

Root Financial Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Root Financial Partners’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$226K Buy
766
+30
+4% +$8.59K 0.01% 398
2026
Q2 		$214K Buy
736
+648
+736% +$183K 0.01% 381
2026
Q1 		$21.9K Sell
88
-10
-10% -$2.65K ﹤0.01% 1271
2025
Q4 		$27.2K Sell
98
-28
-22% -$7.76K ﹤0.01% 1008
2025
Q3 		$34.5K Buy
+126
New +$32.6K ﹤0.01% 819

Other funds holding IWY

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.1% in Q3 2026, buying an estimated $8.59K and bringing the position to 766 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #398.

Root Financial Partners first reported a position in IWY in Q3 2025 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Root Financial Partners held 766 shares of iShares Russell Top 200 Growth ETF worth $226K as of Q3 2026.
  • Root Financial Partners bought 30 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $8.59K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #398 holding.
  • Root Financial Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 493 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

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