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

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return