Root Financial Partners
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Root Financial Partners’s iShares US Financial Services ETF IYG Stock Holding History

Root Financial Partners’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$119K Buy
+1,328
New +$127K ﹤0.01% 654
2026
Q2 		– Sell
-1,029
Closed -$85.3K – 1823
2026
Q1 		$85.3K Sell
1,029
-11
-1% -$965 ﹤0.01% 630
2025
Q4 		$96K Buy
+1,040
New +$92.8K ﹤0.01% 478

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Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares US Financial Services ETF (IYG) in Q3 2026: 1,328 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #654 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IYG as recently as Q1 2026.

Root Financial Partners first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Root Financial Partners held 1,328 shares of iShares US Financial Services ETF worth $119K as of Q3 2026.
  • iShares US Financial Services ETF was a new Root Financial Partners position in Q3 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #654 holding.
  • Root Financial Partners first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

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