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iShares Russell 2000 Index shares owned by Root Financial Partners

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 Russell 2000 Index by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $361k 1.6k 220.97
2024-09-30 $249k 1.1k 220.95

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Dimensional Etf Trust Internatnal Val (DFIV)
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