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 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Root Financial Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 736% in Q2 2026, buying an estimated $183K and bringing the position to 736 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #381.

Root Financial Partners first reported a position in IWY in Q3 2025 and has held it in 4 quarters since. 285 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Root Financial Partners held 736 shares of iShares Russell Top 200 Growth ETF worth $214K as of Q2 2026.
Root Financial Partners bought 648 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $183K.
iShares Russell Top 200 Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #381 holding.
Root Financial Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 4 quarters since.
285 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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