Barrett & Company
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Barrett & Company’s iShares Future Exponential Technologies ETF XT Stock Holding History

Barrett & Company’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
Q3 		$8.41M Sell
100,789
-1,938
-2% -$159K 2.3% 10
2026
Q2 		$8.49M Buy
102,727
+8,755
+9% +$684K 2.38% 10
2026
Q1 		$6.4M Sell
93,972
-417
-0.4% -$29.6K 2.2% 10
2025
Q4 		$6.58M Buy
94,389
+1,396
+2% +$102K 2.2% 10
2025
Q3 		$6.69M Buy
92,993
+741
+0.8% +$50.2K 2.29% 9
2025
Q2 		$6.02M Buy
92,252
+1,178
+1% +$70.3K 2.26% 8
2025
Q1 		$5.24M Buy
91,074
+2,166
+2% +$132K 2.26% 8
2024
Q4 		$5.3M Buy
88,908
+688
+0.8% +$41.8K 2.24% 8
2024
Q3 		$5.37M Buy
88,220
+484
+0.6% +$28.4K 2.33% 8
2024
Q2 		$5.16M Sell
87,736
-1,646
-2% -$95.6K 2.34% 9
2024
Q1 		$5.33M Buy
89,382
+3,089
+4% +$181K 2.52% 7
2023
Q4 		$5.17M Buy
86,293
+1,048
+1% +$56.5K 2.8% 6
2023
Q3 		$4.45M Buy
85,245
+986
+1% +$54.3K 2.62% 8
2023
Q2 		$4.68M Sell
84,259
-1,320
-2% -$69.6K 2.72% 7
2023
Q1 		$4.51M Buy
85,579
+517
+0.6% +$26.6K 2.86% 6
2022
Q4 		$4.03M Hold
85,062
– – 2.66% 6
2022
Q3 		$4.03M Buy
+85,062
New +$4.24M 2.66% 6

Other funds holding XT

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealthcare Capital Partners
Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Barrett & Company's XT Position: Q3 2026 in Review

Barrett & Company reduced its iShares Future Exponential Technologies ETF (XT) stake by 1.9% in Q3 2026, selling an estimated $159K and leaving 100,789 shares worth $8.41M. The position accounts for 2.3% of the portfolio, ranked #10.

Barrett & Company first reported a position in XT in Q3 2022 and has held it in 17 quarters since. The position peaked at $8.49M in Q2 2026. 80 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Barrett & Company held 100,789 shares of iShares Future Exponential Technologies ETF worth $8.41M as of Q3 2026.
  • Barrett & Company sold 1,938 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $159K.
  • iShares Future Exponential Technologies ETF made up 2.3% of Barrett & Company's portfolio in Q3 2026, its #10 holding.
  • Barrett & Company first reported a position in iShares Future Exponential Technologies ETF in Q3 2022 and has held it in 17 quarters since.
  • Barrett & Company's iShares Future Exponential Technologies ETF position peaked at $8.49M in Q2 2026.
  • 80 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.