Position in ITW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$288,050
+$59,256 QoQ
Shares Held
1,065
+21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,415
of 1,957 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $3,233,442 across 6 Specialty Industrial Machinery names. ITW ranks #5 (8.9% of the industry book) .
All Filings in ITW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,050 | 1,065 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $228,794 | 879 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $201,719 | 819 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $209,390 | 803 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $212,882 | 861 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||