Root Financial Partners’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$332K	Buy	3,817 +27	+0.7%	+$2.35K	0.03%	174
2025 Q1	$301K	Hold	3,790	–	–	0.03%	155
2024 Q4	$329K	Sell	3,790 -275	-7%	-$23.9K	0.04%	147
2024 Q3	$357K	Buy	+4,065	New	+$357K	0.06%	111