Accurate Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Accurate Wealth Management’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
2026 Q2	$470K	Hold	5,704	–	–	0.04%	368
2026 Q1	$405K	Hold	5,704	–	–	0.05%	358
2025 Q4	$412K	Hold	5,704	–	–	0.05%	341
2025 Q3	$413K	Hold	5,704	–	–	0.06%	326
2025 Q2	$377K	Buy	5,704 +3	+0.1%	+$179	0.06%	315
2025 Q1	$308K	Hold	5,701	–	–	0.06%	279
2024 Q4	$338K	Sell	5,701 -31	-0.5%	-$1.89K	0.06%	279
2024 Q3	$346K	Buy	5,732 +31	+0.5%	+$1.82K	0.07%	265
2024 Q2	$347K	Hold	5,701	–	–	0.08%	217
2024 Q1	$310K	Sell	5,701 -20	-0.3%	-$1.17K	0.09%	204
2023 Q4	$333K	Sell	5,721 -19	-0.3%	-$1.02K	0.1%	186
2023 Q3	$301K	Sell	5,740 -60	-1%	-$3.3K	0.09%	192
2023 Q2	$332K	Hold	5,800	–	–	0.1%	187
2023 Q1	$299K	Buy	5,800 +60	+1%	+$3.08K	0.1%	187
2022 Q4	$285K	Sell	5,740 -4	-0.1%	-$192	0.1%	174
2022 Q3	$519K	Buy	5,744 +4	+0.1%	+$200	0.22%	90
2022 Q2	$286K	Buy	+5,740	New	+$298K	0.16%	111

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Accurate Wealth Management's XT Position: Q2 2026 in Review

Accurate Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 5,704 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #368.

Accurate Wealth Management first reported a position in XT in Q2 2022 and has held it in 17 quarters since. The position peaked at $519K in Q3 2022. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Accurate Wealth Management held 5,704 shares of iShares Future Exponential Technologies ETF worth $470K as of Q2 2026.
Accurate Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #368 holding.
Accurate Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2022 and has held it in 17 quarters since.
Accurate Wealth Management's iShares Future Exponential Technologies ETF position peaked at $519K in Q3 2022.
288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.