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

Balance Wealth’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 		$286K Buy
3,461
+223
+7% +$17.4K 0.08% 132
2026
Q1 		$221K Buy
+3,238
New +$230K 0.07% 137

Other funds holding XT

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
OFS
Opus Financial Solutions Downers Grove, Illinois $124M AUM

Balance Wealth's XT Position: Q2 2026 in Review

Balance Wealth increased its iShares Future Exponential Technologies ETF (XT) stake by 6.9% in Q2 2026, buying an estimated $17.4K and bringing the position to 3,461 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #132.

Balance Wealth first reported a position in XT in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Balance Wealth held 3,461 shares of iShares Future Exponential Technologies ETF worth $286K as of Q2 2026.
  • Balance Wealth bought 223 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $17.4K.
  • iShares Future Exponential Technologies ETF made up 0.08% of Balance Wealth's portfolio in Q2 2026, its #132 holding.
  • Balance Wealth first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.