EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
|
|||||
|
2025
Q1 | $436K | Sell |
|
|||||
|
2024
Q4 | $520K | Buy |
|
|||||
|
2024
Q3 | $427K | Buy |
|
|||||
|
2024
Q2 | $366K | Sell |
|
|||||
|
2024
Q1 | $526K | Sell |
|
|||||
|
2023
Q4 | $581K | Sell |
|
|||||
|
2023
Q3 | $531K | Buy |
|
|||||
|
2023
Q2 | $618K | Sell |
|
|||||
|
2023
Q1 | $587K | Sell |
|
|||||
|
2022
Q4 | $722K | Sell |
|
|||||
|
2022
Q3 | $764K | Sell |
|
|||||
|
2022
Q2 | $895K | Sell |
|
|||||
|
2022
Q1 | $1.28M | Sell |
|
|||||
|
2021
Q4 | $1.84M | Sell |
|
|||||
|
2021
Q3 | $1.8M | Sell |
|
|||||
|
2021
Q2 | $1.86M | Sell |
|
|||||
|
2021
Q1 | $1.83M | Buy |
|
|||||
|
2020
Q4 | $1.51M | Sell |
|
|||||
|
2020
Q3 | $1.46M | Sell |
|
|||||
|
2020
Q2 | $2.19M | Sell |
|
|||||
|
2020
Q1 | $3.33M | Sell |
|
|||||
|
2019
Q4 | $8.09M | Sell |
|
|||||
|
2019
Q3 | $9.95M | Buy |
|