Root Financial Partners
IYF icon

Root Financial Partners’s iShares US Financials ETF IYF Stock Holding History

Root Financial Partners’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$81.1K Buy
+645
New +$86.7K ﹤0.01% 848
2026
Q2 		– Sell
-563
Closed -$66.3K – 1822
2026
Q1 		$66.3K Sell
563
-34
-6% -$4.22K ﹤0.01% 736
2025
Q4 		$76.9K Buy
597
+97
+19% +$12.1K ﹤0.01% 560
2025
Q3 		$63.4K Buy
+500
New +$61.8K ﹤0.01% 585

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares US Financials ETF (IYF) in Q3 2026: 645 shares worth $81.1K. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IYF as recently as Q1 2026.

Root Financial Partners first reported a position in IYF in Q3 2025 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Root Financial Partners held 645 shares of iShares US Financials ETF worth $81.1K as of Q3 2026.
  • iShares US Financials ETF was a new Root Financial Partners position in Q3 2026.
  • iShares US Financials ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #848 holding.
  • Root Financial Partners first reported a position in iShares US Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

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