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iShares S&P 500 Growth Index shares owned by Root Financial Partners

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 500 Growth Index by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $448k 4.0k 113.11
2025-12-31 $97k 790 123.26
2025-09-30 $154k 1.3k 120.72

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 U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

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