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iShares S&P SmallCap 600 Index shares owned by Root Financial Partners

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 S&P SmallCap 600 Index by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $851k 7.2k 118.84
2025-06-30 $602k 5.5k 109.29
2025-03-31 $535k 5.1k 104.57
2024-12-31 $760k 6.6k 115.22

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Real Estate Etf Etf (DFAR)
Nvidia Corporation Stock (NVDA)
Dimensional International Value Etf Etf (DFIV)
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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