Berger Financial Group’s iShares Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
27,042
-5,377
| -17% | -$351K | 0.11% | 138 |
|
|
2025
Q1 | $1.87M | Sell |
32,419
-517
| -2% | -$29.8K | 0.13% | 128 |
|
|
2024
Q4 | $1.96M | Sell |
32,936
-5,677
| -15% | -$339K | 0.14% | 125 |
|
|
2024
Q3 | $2.35M | Sell |
38,613
-15,526
| -29% | -$945K | 0.17% | 113 |
|
|
2024
Q2 | $3.19M | Sell |
54,139
-62,937
| -54% | -$3.7M | 0.25% | 93 |
|
|
2024
Q1 | $6.98M | Buy |
+117,076
| New | +$6.98M | 0.57% | 37 |
|