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 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	$3	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 $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's XT Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.8% in Q1 2026, selling an estimated $22.7K and leaving 39,521 shares worth $2.69M. The position accounts for 0.39% of the portfolio, ranked #34.

Baron Silver Stevens Financial Advisors first reported a position in XT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.25M in Q2 2023. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Baron Silver Stevens Financial Advisors held 39,521 shares of iShares Future Exponential Technologies ETF worth $2.69M as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 319 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $22.7K.
iShares Future Exponential Technologies ETF made up 0.39% of Baron Silver Stevens Financial Advisors's portfolio in Q1 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 22 quarters since.
Baron Silver Stevens Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $3.25M in Q2 2023.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.