Baron Silver Stevens Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.88M | Sell |
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|
2025
Q2 | $2.64M | Sell |
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|
2025
Q1 | $2.64M | Sell |
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|
2024
Q4 | $2.95M | Buy |
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|
2024
Q3 | $3M | Sell |
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|
2024
Q2 | $2.92M | Buy |
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|
2024
Q1 | $2.91M | Buy |
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|
2023
Q4 | $2.67M | Sell |
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|
2023
Q3 | $2.43M | Sell |
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|
2023
Q2 | $3.25M | Buy |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $2.86M | Sell |
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|
2022
Q3 | $3 | Buy |
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|
2022
Q2 | $2.86M | Buy |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $2.75M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $523K | Buy |
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