Creative Planning’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 | $982K | Buy |
14,410
+1,987
| +16% | +$141K | ﹤0.01% | 2478 |
|
|
2025
Q4 | $866K | Buy |
12,423
+2,328
| +23% | +$171K | ﹤0.01% | 2397 |
|
|
2025
Q3 | $726K | Buy |
10,095
+1,477
| +17% | +$100K | ﹤0.01% | 2405 |
|
|
2025
Q2 | $562K | Sell |
8,618
-155
| -2% | -$9.24K | ﹤0.01% | 2360 |
|
|
2025
Q1 | $505K | Sell |
8,773
-1,115
| -11% | -$68.2K | ﹤0.01% | 2281 |
|
|
2024
Q4 | $590K | Buy |
9,888
+2,262
| +30% | +$138K | ﹤0.01% | 2074 |
|
|
2024
Q3 | $464K | Sell |
7,626
-827
| -10% | -$48.6K | ﹤0.01% | 2172 |
|
|
2024
Q2 | $497K | Buy |
8,453
+1,361
| +19% | +$79.1K | ﹤0.01% | 1946 |
|
|
2024
Q1 | $423K | Buy |
7,092
+227
| +3% | +$13.3K | ﹤0.01% | 1982 |
|
|
2023
Q4 | $411K | Sell |
6,865
-1,027
| -13% | -$55.4K | ﹤0.01% | 1842 |
|
|
2023
Q3 | $412K | Buy |
7,892
+1,037
| +15% | +$57.1K | ﹤0.01% | 1695 |
|
|
2023
Q2 | $381K | Buy |
6,855
+771
| +13% | +$40.6K | ﹤0.01% | 1731 |
|
|
2023
Q1 | $321K | Sell |
6,084
-276
| -4% | -$14.2K | ﹤0.01% | 1763 |
|
|
2022
Q4 | $301K | Sell |
6,360
-488
| -7% | -$23.4K | ﹤0.01% | 1727 |
|
|
2022
Q3 | $305K | Sell |
6,848
-264
| -4% | -$13.2K | ﹤0.01% | 1636 |
|
|
2022
Q2 | $341K | Sell |
7,112
-311
| -4% | -$16.1K | ﹤0.01% | 1533 |
|
|
2022
Q1 | $438K | Buy |
7,423
+1,736
| +31% | +$102K | ﹤0.01% | 1395 |
|
|
2021
Q4 | $376K | Sell |
5,687
-647
| -10% | -$42.1K | ﹤0.01% | 1479 |
|
|
2021
Q3 | $397K | Buy |
6,334
+75
| +1% | +$4.83K | ﹤0.01% | 1432 |
|
|
2021
Q2 | $396K | Sell |
6,259
-2,879
| -32% | -$177K | ﹤0.01% | 1403 |
|
|
2021
Q1 | $541K | Buy |
9,138
+5,437
| +147% | +$323K | ﹤0.01% | 1386 |
|
|
2020
Q4 | $212K | Buy |
+3,701
| New | +$195K | ﹤0.01% | 1861 |
|
|
2020
Q1 | – | Sell |
-11,556
| Closed | -$494K | – | 2110 |
|
|
2019
Q4 | $494K | Sell |
11,556
-783
| -6% | -$31.9K | ﹤0.01% | 1116 |
|
|
2019
Q3 | $477K | Sell |
12,339
-1,040
| -8% | -$40K | ﹤0.01% | 1092 |
|
|
2019
Q2 | $516K | Buy |
13,379
+200
| +2% | +$7.61K | ﹤0.01% | 1059 |
|
|
2019
Q1 | $501K | Buy |
13,179
+579
| +5% | +$21.1K | ﹤0.01% | 1026 |
|
|
2018
Q4 | $419K | Sell |
12,600
-955
| -7% | -$33.9K | ﹤0.01% | 1055 |
|
|
2018
Q3 | $525K | Sell |
13,555
-537
| -4% | -$20.4K | ﹤0.01% | 1049 |
|
|
2018
Q2 | $511K | Buy |
14,092
+6,561
| +87% | +$241K | ﹤0.01% | 1059 |
|
|
2018
Q1 | $274K | Sell |
7,531
-835
| -10% | -$30.9K | ﹤0.01% | 1398 |
|
|
2017
Q4 | $296K | Sell |
8,366
-886
| -10% | -$31.1K | ﹤0.01% | 1371 |
|
|
2017
Q3 | $318K | Sell |
9,252
-735
| -7% | -$24.3K | ﹤0.01% | 1299 |
|
|
2017
Q2 | $317K | Buy |
9,987
+7,193
| +257% | +$223K | ﹤0.01% | 1265 |
|
|
2017
Q1 | $83K | Buy |
2,794
+876
| +46% | +$25.1K | ﹤0.01% | 2081 |
|
|
2016
Q4 | $51K | Hold |
1,918
| – | – | ﹤0.01% | 2380 |
|
|
2016
Q3 | $51K | Buy |
1,918
+427
| +29% | +$11K | ﹤0.01% | 2343 |
|
|
2016
Q2 | $36K | Buy |
1,491
+1,422
| +2,061% | +$34.7K | ﹤0.01% | 2379 |
|
|
2016
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 4003 |
|
|
2015
Q4 | $2K | Buy |
+69
| New | +$1.71K | ﹤0.01% | 4085 |
|
Other funds holding XT
WAP
NEPWA