Benchmark Financial Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Benchmark Financial Wealth 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	$276K	Buy	3,338 +15	+0.5%	+$1.17K	0.07%	115
2026 Q1	$226K	Hold	3,323	–	–	0.06%	122
2025 Q4	$232K	Buy	3,323 +238	+8%	+$17.4K	0.07%	112
2025 Q3	$222K	Hold	3,085	–	–	0.07%	109
2025 Q2	$201K	Buy	+3,085	New	+$184K	0.07%	114
2025 Q1	–	Sell	-3,543	Closed	-$211K	–	110
2024 Q4	$211K	Buy	3,543 +13	+0.4%	+$790	0.07%	95
2024 Q3	$215K	Hold	3,530	–	–	0.07%	93
2024 Q2	$208K	Buy	3,530 +9	+0.3%	+$523	0.08%	89
2024 Q1	$210K	Hold	3,521	–	–	0.08%	87
2023 Q4	$211K	Buy	+3,521	New	+$190K	0.09%	78
2022 Q3	–	Sell	-4,266	Closed	-$204K	–	76
2022 Q2	$204K	Sell	4,266 -95	-2%	-$4.93K	0.1%	67
2022 Q1	$257K	Buy	4,361 +35	+0.8%	+$2.06K	0.11%	65
2021 Q4	$286K	Buy	4,326 +399	+10%	+$26K	0.12%	59
2021 Q3	$246K	Hold	3,927	–	–	0.12%	60
2021 Q2	$248K	Buy	3,927 +63	+2%	+$3.88K	0.12%	57
2021 Q1	$229K	Buy	+3,864	New	+$230K	0.12%	51
2020 Q2	–	Sell	-5,810	Closed	-$207K	–	58
2020 Q1	$207K	Sell	5,810 -3,212	-36%	-$131K	0.21%	36
2019 Q4	$386K	Sell	9,022 -1,543	-15%	-$62.8K	0.32%	24
2019 Q3	$408K	Sell	10,565 -1,654	-14%	-$63.7K	0.4%	22
2019 Q2	$471K	Buy	12,219 +1,323	+12%	+$50.3K	0.46%	22
2019 Q1	$414K	Buy	10,896 +1,186	+12%	+$43.2K	0.43%	22
2018 Q4	$323K	Buy	+9,710	New	+$344K	0.4%	23

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

Benchmark Financial Wealth Advisors's XT Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 0.45% in Q2 2026, buying an estimated $1.17K and bringing the position to 3,338 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #115.

Benchmark Financial Wealth Advisors first reported a position in XT in Q4 2018 and has held it in 22 quarters since. The position peaked at $471K in Q2 2019. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Benchmark Financial Wealth Advisors held 3,338 shares of iShares Future Exponential Technologies ETF worth $276K as of Q2 2026.
Benchmark Financial Wealth Advisors bought 15 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $1.17K.
iShares Future Exponential Technologies ETF made up 0.07% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Benchmark Financial Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and has held it in 22 quarters since.
Benchmark Financial Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $471K in Q2 2019.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.