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Root Financial Partners »

iShares Russell Midcap Index Fund shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in iShares Russell Midcap Index Fund

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All positions including iShares Russell Midcap Index Fund 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 Midcap Index Fund by Root Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$396k	3.6k	110.33
2026-03-31	$37k	377	97.23
2025-12-31	$31k	322	96.27
2025-09-30	$113k	1.2k	96.55

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Dimensional Short-duration Fixed Income Etf Etf (DFSD)

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Dimensional International Small Cap Etf Etf (DFIS)

Dimensional Emerging Markets Value Etf Etf (DFEV)

Nvidia Corporation Stock (NVDA)

View all positions for Root Financial Partners

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