ROOT, INC. ETF Holding It
ROOT, INC. (ROOT). 9 retained portfolio positions. Missing dates and values remain unreported.
- AVSC: Fund Avantis U.S. Small Cap Equity ETF; Weight 0.12%; Value (USD) $1.78M; Added / first observed 2023-11-30.
- AVUS: Fund Avantis U.S. Equity ETF; Weight 0.00%; Value (USD) $408.43K; Added / first observed 2024-05-31.
- EES: Fund WisdomTree U.S. SmallCap Fund; Weight 0.02%; Value (USD) $146.73K; Added / first observed 2025-12-31.
- FSCC: Fund Federated Hermes MDT Small Cap Core ETF; Weight 0.08%; Value (USD) $127.99K; Added / first observed 2025-05-31.
ETF Holding It
9 retained portfolio positions. Missing dates and values remain unreported.
| ETF | Fund | Weight | Value (USD) | Added / first observed | Latest report |
|---|---|---|---|---|---|
| AVSC | Avantis U.S. Small Cap Equity ETF | 0.12% | $1.78M | 2023-11-30 | 2025-05-31 |
| AVUS | Avantis U.S. Equity ETF | 0.00% | $408.43K | 2024-05-31 | 2025-05-31 |
| EES | WisdomTree U.S. SmallCap Fund | 0.02% | $146.73K | 2025-12-31 | 2026-03-31 |
| FSCC | Federated Hermes MDT Small Cap Core ETF | 0.08% | $127.99K | 2025-05-31 | 2026-02-28 |
| GGZ | Gabelli Global Small & Mid Cap Value Trust | 0.08% | $97.17K | 2024-12-31 | 2026-03-31 |
| GSSC | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | 0.07% | $647.72K | 2024-08-31 | 2026-02-28 |
| ISCB | iShares Morningstar Small-Cap ETF | 0.01% | $28.82K | 2024-07-31 | 2026-04-30 |
| IWV | iShares Russell 3000 ETF | 0.00% | $91.21K | 2024-09-30 | 2026-03-31 |
| XDAT | Franklin Exponential Data ETF | 0.10% | $3.31K | 2025-09-30 | 2026-03-31 |