Root Financial Partners »

Ishares Tr rus200 grw idx shares owned by Root Financial Partners

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 grw idx by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 736 290.62
2026-03-31 $22k 88 249.30
2025-12-31 $27k 98 277.39
2025-09-30 $35k 126 273.78

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
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

Top funds holding Ishares Tr rus200 grw idx

Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions
Ameriprise Financial
First Citizens Bank & Trust
Bank of America Corporation
LPL Financial
Morgan Stanley
Mariner Wealth Advisors
Commonwealth Equity Services
Wells Fargo & Company
AE Wealth Management
Advisor Group Holdings
Boulay Financial Advisors
Raymond James Financial
Union Bankshares

View all funds holding Ishares Tr rus200 grw idx