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Crews Bank & Trust’s iShares Future Exponential Technologies ETF XT Stock Holding History

Crews Bank & Trust’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
Q2 		$280K Hold
3,383
– – 0.04% 198
2026
Q1 		$231K Hold
3,383
– – 0.03% 202
2025
Q4 		$236K Hold
3,383
– – 0.03% 201
2025
Q3 		$243K Hold
3,383
– – 0.04% 204
2025
Q2 		$221K Hold
3,383
– – 0.03% 211
2025
Q1 		$195K Hold
3,383
– – 0.03% 221
2024
Q4 		$202K Buy
+3,383
New +$206K 0.03% 205

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Crews Bank & Trust's XT Position: Q2 2026 in Review

Crews Bank & Trust held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 3,383 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #198.

Crews Bank & Trust first reported a position in XT in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Crews Bank & Trust held 3,383 shares of iShares Future Exponential Technologies ETF worth $280K as of Q2 2026.
  • Crews Bank & Trust left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
  • iShares Future Exponential Technologies ETF made up 0.04% of Crews Bank & Trust's portfolio in Q2 2026, its #198 holding.
  • Crews Bank & Trust first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 7 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.