FIA
Foundations Investment 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 | $203K | Buy |
+3,118
| New | +$203K | ﹤0.01% | 876 |
|
|
2024
Q2 | – | Sell |
-3,743
| Closed | -$223K | – | 808 |
|
|
2024
Q1 | $223K | Buy |
+3,743
| New | +$223K | 0.01% | 650 |
|
|
2022
Q1 | – | Sell |
-3,462
| Closed | -$222K | – | 373 |
|
|
2021
Q4 | $222K | Sell |
3,462
-43
| -1% | -$2.76K | 0.01% | 318 |
|
|
2021
Q3 | $219K | Buy |
3,505
+72
| +2% | +$4.5K | 0.01% | 287 |
|
|
2021
Q2 | $218K | Buy |
+3,433
| New | +$218K | 0.01% | 274 |
|