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Cedar Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Cedar Wealth Management’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 		$235K Hold
3,445
– – 0.07% 83
2025
Q4 		$240K Hold
3,445
– – 0.07% 77
2025
Q3 		$248K Hold
3,445
– – 0.08% 78
2025
Q2 		$225K Hold
3,445
– – 0.08% 75
2025
Q1 		$198K Hold
3,445
– – 0.07% 80
2024
Q4 		$206K Hold
3,445
– – 0.07% 73
2024
Q3 		$210K Sell
3,445
-14,279
-81% -$838K 0.07% 102
2024
Q2 		$1.04M Sell
17,724
-3,530
-17% -$205K 0.34% 40
2024
Q1 		$1.27M Sell
21,254
-182
-0.8% -$10.7K 0.42% 34
2023
Q4 		$1.28M Sell
21,436
-233
-1% -$12.6K 0.47% 33
2023
Q3 		$1.13M Hold
21,669
– – 0.45% 32
2023
Q2 		$1.2M Sell
21,669
-57
-0.3% -$3K 0.47% 31
2023
Q1 		$1.14M Buy
21,726
+59
+0.3% +$3.03K 0.47% 31
2022
Q4 		$1.03M Sell
21,667
-463
-2% -$22.2K 0.51% 27
2022
Q3 		$986K Hold
22,130
– – 0.49% 35
2022
Q2 		$1.06M Buy
22,130
+94
+0.4% +$4.88K 0.49% 35
2022
Q1 		$1.3M Sell
22,036
-12,633
-36% -$743K 0.53% 36
2021
Q4 		$2.29M Buy
34,669
+1
+0% +$65 0.93% 21
2021
Q3 		$2.17M Sell
34,668
-1,249
-3% -$80.5K 0.97% 19
2021
Q2 		$2.27M Sell
35,917
-635
-2% -$39.1K 1.02% 18
2021
Q1 		$2.17M Buy
36,552
+7,296
+25% +$434K 1.08% 17
2020
Q4 		$1.68M Buy
29,256
+19,825
+210% +$1.05M 0.9% 19
2020
Q3 		$458K Hold
9,431
– – 0.28% 58
2020
Q2 		$420K Buy
9,431
+579
+7% +$23.7K 0.28% 55
2020
Q1 		$315K Buy
8,852
+8,599
+3,399% +$351K 0.21% 57
2019
Q4 		$11K Buy
+253
New +$10.3K 0.01% 144

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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

Cedar Wealth Management's XT Position: Q1 2026 in Review

Cedar Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 3,445 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #83.

Cedar Wealth Management first reported a position in XT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.29M in Q4 2021. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Cedar Wealth Management held 3,445 shares of iShares Future Exponential Technologies ETF worth $235K as of Q1 2026.
  • Cedar Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
  • iShares Future Exponential Technologies ETF made up 0.07% of Cedar Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Cedar Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and has held it in 26 quarters since.
  • Cedar Wealth Management's iShares Future Exponential Technologies ETF position peaked at $2.29M in Q4 2021.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.