Root Financial Partners’s iShares Exponential Technologies ETF XT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$267K	Sell	4,095 -1,195	-23%	-$78K	0.03%	199
2025 Q1	$304K	Hold	5,290	–	–	0.03%	152
2024 Q4	$316K	Buy	5,290 +1,705	+48%	+$102K	0.04%	151
2024 Q3	$218K	Buy	+3,585	New	+$218K	0.03%	145