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

Cherry Tree 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 		$28.6K Hold
419
– – 0.01% 318
2025
Q4 		$29.2K Hold
419
– – 0.01% 314
2025
Q3 		$30.1K Hold
419
– – 0.01% 298
2025
Q2 		$27.3K Hold
419
– – 0.01% 304
2025
Q1 		$24.1K Hold
419
– – 0.01% 320
2024
Q4 		$25K Hold
419
– – 0.01% 310
2024
Q3 		$25.5K Hold
419
– – 0.01% 310
2024
Q2 		$24.6K Sell
419
-294
-41% -$17.1K 0.01% 307
2024
Q1 		$42.5K Hold
713
– – 0.01% 261
2023
Q4 		$42.7K Sell
713
-104
-13% -$5.61K 0.01% 248
2023
Q3 		$42.7K Hold
817
– – 0.01% 238
2023
Q2 		$45.4K Buy
+817
New +$43.1K 0.01% 235

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WAP
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NEPWA
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