EWA
Evolution Wealth Advisors’s iShares Exponential Technologies ETF XT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Hold |
9,535
| – | – | 0.09% | 89 |
|
|
2025
Q1 | $549K | Sell |
9,535
-770
| -7% | -$44.3K | 0.09% | 85 |
|
|
2024
Q4 | $615K | Hold |
10,305
| – | – | 0.1% | 77 |
|
|
2024
Q3 | $627K | Hold |
10,305
| – | – | 0.11% | 75 |
|
|
2024
Q2 | $606K | Hold |
10,305
| – | – | 0.12% | 74 |
|
|
2024
Q1 | $614K | Hold |
10,305
| – | – | 0.12% | 73 |
|
|
2023
Q4 | $617K | Hold |
10,305
| – | – | 0.12% | 68 |
|
|
2023
Q3 | $538K | Hold |
10,305
| – | – | 0.12% | 71 |
|
|
2023
Q2 | $573K | Hold |
10,305
| – | – | 0.13% | 66 |
|
|
2023
Q1 | $543K | Hold |
10,305
| – | – | 0.13% | 64 |
|
|
2022
Q4 | $488K | Buy |
+10,305
| New | +$488K | 0.12% | 73 |
|