Root Financial Partners’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$755K	Buy	4,161 +9	+0.2%	+$1.74K	0.03%	121
2025 Q4	$829K	Buy	4,152 +135	+3%	+$27K	0.04%	108
2025 Q3	$787K	Sell	4,017 -99	-2%	-$18.1K	0.05%	99
2025 Q2	$713K	Buy	4,116 +166	+4%	+$25.2K	0.07%	91
2025 Q1	$555K	Sell	3,950 -54	-1%	-$8.41K	0.06%	106
2024 Q4	$639K	Buy	4,004 +55	+1%	+$8.7K	0.08%	97
2024 Q3	$599K	Hold	3,949	–	–	0.1%	81
2024 Q2	$594K	Buy	3,949 +391	+11%	+$54K	0.14%	59
2024 Q1	$481K	Hold	3,558	–	–	0.14%	58
2023 Q4	$437K	Buy	+3,558	New	+$403K	0.16%	55

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Root Financial Partners's IYW Position: Q1 2026 in Review

Root Financial Partners increased its iShares US Technology ETF (IYW) stake by 0.22% in Q1 2026, buying an estimated $1.74K and bringing the position to 4,161 shares worth $755K. The position accounts for 0.03% of the portfolio, ranked #121.

Root Financial Partners first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $829K in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Root Financial Partners held 4,161 shares of iShares US Technology ETF worth $755K as of Q1 2026.
Root Financial Partners bought 9 iShares US Technology ETF shares in Q1 2026, an estimated $1.74K.
iShares US Technology ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #121 holding.
Root Financial Partners first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
Root Financial Partners's iShares US Technology ETF position peaked at $829K in Q4 2025.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.