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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$981K	Buy	14,390 +275	+2%	+$19.5K	0.01%	837
2025 Q4	$984K	Sell	14,115 -920	-6%	-$67.4K	0.01%	805
2025 Q3	$1.08M	Sell	15,035 -269	-2%	-$18.2K	0.01%	735
2025 Q2	$999K	Sell	15,304 -911	-6%	-$54.3K	0.01%	722
2025 Q1	$933K	Buy	16,215 +1,232	+8%	+$75.3K	0.01%	719
2024 Q4	$894K	Buy	14,983 +1,207	+9%	+$73.4K	0.01%	730
2024 Q3	$839K	Buy	13,776 +54	+0.4%	+$3.17K	0.01%	742
2024 Q2	$807K	Buy	13,722 +6,646	+94%	+$386K	0.01%	760
2024 Q1	$422K	Sell	7,076 -3,066	-30%	-$180K	﹤0.01%	865
2023 Q4	$588K	Sell	10,142 -104	-1%	-$5.61K	﹤0.01%	1351
2023 Q3	$535K	Sell	10,246 -860	-8%	-$47.3K	﹤0.01%	1341
2023 Q2	$617K	Buy	11,106 +874	+9%	+$46.1K	﹤0.01%	1279
2023 Q1	$539K	Buy	10,232 +1,258	+14%	+$64.7K	﹤0.01%	1317
2022 Q4	$425K	Sell	8,974 -842	-9%	-$40.3K	﹤0.01%	1374
2022 Q3	$437K	Buy	9,816 +2,338	+31%	+$117K	﹤0.01%	1324
2022 Q2	$358K	Buy	7,478 +1,285	+21%	+$66.7K	﹤0.01%	1364
2022 Q1	$366K	Buy	6,193 +24	+0.4%	+$1.41K	﹤0.01%	1347
2021 Q4	$408K	Buy	6,169 +1,693	+38%	+$110K	﹤0.01%	1338
2021 Q3	$281K	Sell	4,476 -11,366	-72%	-$732K	﹤0.01%	1386
2021 Q2	$1M	Buy	15,842 +11,939	+306%	+$735K	0.01%	839
2021 Q1	$231K	Sell	3,903 -1,438	-27%	-$85.5K	﹤0.01%	1354
2020 Q4	$306K	Buy	+5,341	New	+$282K	﹤0.01%	1139