Arkadios Wealth Advisors’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	$9.19M	Buy	134,859 +35,560	+36%	+$2.53M	0.15%	161
2025 Q4	$6.93M	Buy	99,299 +7,075	+8%	+$518K	0.14%	167
2025 Q3	$6.63M	Buy	92,224 +6,264	+7%	+$424K	0.16%	146
2025 Q2	$5.61M	Buy	85,960 +5,178	+6%	+$309K	0.17%	142
2025 Q1	$4.65M	Buy	+80,782	New	+$4.94M	0.18%	129
2022 Q1	–	Sell	-4,980	Closed	-$329K	–	640
2021 Q4	$329K	Buy	4,980 +265	+6%	+$17.3K	0.04%	424
2021 Q3	$295K	Buy	4,715 +70	+2%	+$4.51K	0.04%	410
2021 Q2	$293K	Buy	4,645 +414	+10%	+$25.5K	0.04%	454
2021 Q1	$250K	Buy	4,231 +946	+29%	+$56.2K	0.04%	373
2020 Q4	$188K	Buy	3,285 +11	+0.3%	+$580	0.04%	336
2020 Q3	$166K	Hold	3,274	–	–	0.08%	205
2020 Q2	$152K	Buy	3,274 +17	+0.5%	+$697	0.08%	191
2020 Q1	$116K	Hold	3,257	–	–	0.07%	219
2019 Q4	$146K	Buy	+3,257	New	+$133K	0.09%	185