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 Q3	$1.13M	Buy	4,248 +78	+2%	+$19.5K	0.04%	118
2026 Q2	$1.05M	Buy	4,170 +9	+0.2%	+$2.07K	0.04%	120
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Root Financial Partners increased its iShares US Technology ETF (IYW) stake by 1.9% in Q3 2026, buying an estimated $19.5K and bringing the position to 4,248 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #118.

Root Financial Partners first reported a position in IYW in Q4 2023 and has held it in 12 quarters since. 555 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Root Financial Partners held 4,248 shares of iShares US Technology ETF worth $1.13M as of Q3 2026.
Root Financial Partners bought 78 iShares US Technology ETF shares in Q3 2026, an estimated $19.5K.
iShares US Technology ETF made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #118 holding.
Root Financial Partners first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 12 quarters since.
555 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

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