DHJJ Financial Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

DHJJ Financial Advisors’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	$273	Hold	4	–	–	﹤0.01%	965
2025 Q4	$279	Hold	4	–	–	﹤0.01%	922
2025 Q3	$288	Hold	4	–	–	﹤0.01%	887
2025 Q2	$261	Hold	4	–	–	﹤0.01%	871
2025 Q1	$231	Hold	4	–	–	﹤0.01%	836
2024 Q4	$239	Hold	4	–	–	﹤0.01%	798
2024 Q3	$244	Hold	4	–	–	﹤0.01%	780
2024 Q2	$236	Hold	4	–	–	﹤0.01%	730
2024 Q1	$239	Hold	4	–	–	﹤0.01%	717
2023 Q4	$240	Hold	4	–	–	﹤0.01%	707
2023 Q3	$209	Buy	+4	New	+$220	﹤0.01%	710

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

DHJJ Financial Advisors's XT Position: Q1 2026 in Review

DHJJ Financial Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 4 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #965.

DHJJ Financial Advisors first reported a position in XT in Q3 2023 and has held it in 11 quarters since. The position peaked at $288 in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

DHJJ Financial Advisors held 4 shares of iShares Future Exponential Technologies ETF worth $273 as of Q1 2026.
DHJJ Financial Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #965 holding.
DHJJ Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $288 in Q3 2025.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.