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Ishares Tr esg 1 5 yr usd shares owned by Root Financial Partners

Quarter-by-quarter ownership of Ishares Tr esg 1 5 yr usd (SUSB) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Ishares Tr esg 1 5 yr usd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg 1 5 yr usd 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 Tr esg 1 5 yr usd by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $3.0M 123k 24.43
2026-03-31 $3.3k 132 25.07
2025-12-31 $7.6k 301 25.24

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional International Core Equity Market Etf Etf (DFAI)
U.s. Small Cap Portfolio Etf Etf (DFAS)
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)
U.s. High Relative Profitability Portfolio: Etf Class Shares Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Vanguard Morningstar Growth Etf Etf (VUG)
Dimensional International Small Cap Etf Etf (DFIS)
Dfa Real Estate Securities Portfolio: Etf Class Shares Etf (DFAR)
Nvidia Corporation Stock (NVDA)
Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Root Financial Partners

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