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

Root Financial Partners’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$386K	Buy
2025 Q2	$267K	Sell
2025 Q1	$304K	Hold
2024 Q4	$316K	Buy
2024 Q3	$218K	Buy