Baron Silver Stevens Financial Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Baron Silver Stevens Financial Advisors’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	$3.32M	Buy	40,158 +637	+2%	+$49.7K	0.42%	34
2026 Q1	$2.69M	Sell	39,521 -319	-0.8%	-$22.7K	0.39%	34
2025 Q4	$2.78M	Sell	39,840 -260	-0.6%	-$19K	0.4%	37
2025 Q3	$2.88M	Sell	40,100 -391	-1%	-$26.5K	0.42%	33
2025 Q2	$2.64M	Sell	40,491 -5,329	-12%	-$318K	0.42%	34
2025 Q1	$2.64M	Sell	45,820 -3,665	-7%	-$224K	0.46%	31
2024 Q4	$2.95M	Buy	49,485 +147	+0.3%	+$8.94K	0.5%	30
2024 Q3	$3M	Sell	49,338 -320	-0.6%	-$18.8K	0.52%	29
2024 Q2	$2.92M	Buy	49,658 +899	+2%	+$52.2K	0.55%	29
2024 Q1	$2.91M	Buy	48,759 +4,184	+9%	+$246K	0.56%	29
2023 Q4	$2.67M	Sell	44,575 -2,009	-4%	-$108K	0.56%	28
2023 Q3	$2.43M	Sell	46,584 -11,931	-20%	-$657K	0.55%	29
2023 Q2	$3.25M	Buy	58,515 +9,716	+20%	+$512K	0.71%	25
2023 Q1	$2.57M	Sell	48,799 -11,679	-19%	-$600K	0.67%	25
2022 Q4	$2.86M	Sell	60,478 -1,115	-2%	-$53.4K	0.7%	25
2022 Q3	$3K	Buy	61,593 +1,827	+3%	+$91.2K	﹤0.01%	99
2022 Q2	$2.86M	Buy	59,766 +6,542	+12%	+$340K	0.74%	25
2022 Q1	$3.14M	Buy	53,224 +11,560	+28%	+$680K	0.74%	26
2021 Q4	$2.75M	Buy	41,664 +15,930	+62%	+$1.04M	0.65%	26
2021 Q3	$1.61M	Buy	25,734 +8,156	+46%	+$526K	0.43%	28
2021 Q2	$1.11M	Buy	17,578 +7,423	+73%	+$457K	0.3%	34
2021 Q1	$601K	Buy	10,155 +1,014	+11%	+$60.3K	0.33%	20
2020 Q4	$523K	Buy	+9,141	New	+$482K	0.18%	34

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's XT Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 1.6% in Q2 2026, buying an estimated $49.7K and bringing the position to 40,158 shares worth $3.32M. The position accounts for 0.42% of the portfolio, ranked #34.

Baron Silver Stevens Financial Advisors first reported a position in XT in Q4 2020 and has held it in 23 quarters since. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Baron Silver Stevens Financial Advisors held 40,158 shares of iShares Future Exponential Technologies ETF worth $3.32M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 637 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $49.7K.
iShares Future Exponential Technologies ETF made up 0.42% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #34 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 23 quarters since.
288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.