Daymark Wealth Partners’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	$6.24M	Buy	91,532 +443	+0.5%	+$31.5K	0.2%	100
2025 Q4	$6.35M	Sell	91,089 -64	-0.1%	-$4.69K	0.2%	95
2025 Q3	$6.56M	Buy	91,153 +815	+0.9%	+$55.2K	0.22%	91
2025 Q2	$5.89M	Buy	90,338 +2,053	+2%	+$122K	0.22%	90
2025 Q1	$5.08M	Buy	88,285 +264	+0.3%	+$16.1K	0.22%	96
2024 Q4	$5.25M	Buy	88,021 +1,831	+2%	+$111K	0.22%	94
2024 Q3	$5.25M	Buy	86,190 +762	+0.9%	+$44.7K	0.22%	96
2024 Q2	$5.03M	Buy	85,428 +949	+1%	+$55.1K	0.23%	93
2024 Q1	$5.04M	Buy	84,479 +356	+0.4%	+$20.9K	0.27%	87
2023 Q4	$5.04M	Buy	84,123 +1,327	+2%	+$71.6K	0.31%	78
2023 Q3	$4.32M	Buy	82,796 +743	+0.9%	+$40.9K	0.3%	76
2023 Q2	$4.56M	Buy	82,053 +409	+0.5%	+$21.6K	0.34%	72
2023 Q1	$4.3M	Sell	81,644 -3,552	-4%	-$183K	0.57%	40
2022 Q4	$4.03M	Buy	+85,196	New	+$4.08M	0.71%	33