Benchmark Financial Wealth 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
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