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

Finley Financial’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	$41.3K	Hold	500	–	–	0.02%	104
2026 Q1	$34.1K	Hold	500	–	–	0.02%	102
2025 Q4	$34.9K	Hold	500	–	–	0.02%	103
2025 Q3	$36K	Hold	500	–	–	0.02%	105
2025 Q2	$32.6K	Hold	500	–	–	0.02%	105
2025 Q1	$29K	Hold	500	–	–	0.02%	103
2024 Q4	$30.1K	Buy	+500	New	+$30.4K	0.02%	105

Other funds holding XT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Finley Financial's XT Position: Q2 2026 in Review

Finley Financial held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 500 shares worth $41.3K. The position accounts for 0.02% of the portfolio, ranked #104.

Finley Financial first reported a position in XT in Q4 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Finley Financial held 500 shares of iShares Future Exponential Technologies ETF worth $41.3K as of Q2 2026.
Finley Financial left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.02% of Finley Financial's portfolio in Q2 2026, its #104 holding.
Finley Financial first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.