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Ishares Bitcoin Tr shares owned by Root Financial Partners

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Ishares Bitcoin Tr

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All positions including Ishares Bitcoin Tr held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 3.7k 65.00

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
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Dimensional Us Real Estate Etf Etf (DFAR)
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Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional Us High Profitability Etf Etf (DUHP)

View all positions for Root Financial Partners

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