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Harbour Investments’s iShares Future Exponential Technologies ETF XT Stock Holding History

Harbour Investments’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 		$527K Sell
6,382
-153
-2% -$11.9K 0.01% 1094
2026
Q1 		$445K Buy
6,535
+1,726
+36% +$123K 0.01% 1108
2025
Q4 		$335K Buy
4,809
+493
+11% +$36.1K 0.01% 1034
2025
Q3 		$311K Sell
4,316
-404
-9% -$27.3K 0.01% 1039
2025
Q2 		$308K Sell
4,720
-417
-8% -$24.9K 0.01% 982
2025
Q1 		$296K Sell
5,137
-174
-3% -$10.6K 0.01% 932
2024
Q4 		$317K Hold
5,311
– – 0.01% 849
2024
Q3 		$323K Sell
5,311
-76
-1% -$4.46K 0.01% 821
2024
Q2 		$317K Buy
5,387
+5
+0.1% +$290 0.01% 778
2024
Q1 		$321K Sell
5,382
-309
-5% -$18.1K 0.01% 749
2023
Q4 		$341K Buy
5,691
+8
+0.1% +$431 0.01% 672
2023
Q3 		$297K Buy
5,683
+25
+0.4% +$1.38K 0.01% 661
2023
Q2 		$315K Buy
5,658
+103
+2% +$5.43K 0.02% 643
2023
Q1 		$293K Sell
5,555
-616
-10% -$31.7K 0.02% 635
2022
Q4 		$292K Sell
6,171
-29,856
-83% -$1.43M 0.02% 607
2022
Q3 		$1.73M Hold
36,027
– – 0.12% 171
2022
Q2 		$1.73M Buy
+36,027
New +$1.87M 0.12% 171
2021
Q4 		$2.39M Sell
36,228
-6,142
-14% -$400K 0.14% 150
2021
Q3 		$2.66M Buy
42,370
+848
+2% +$54.6K 0.08% 212
2021
Q2 		$2.63M Buy
41,522
+204
+0.5% +$12.6K 0.08% 218
2021
Q1 		$2.45M Buy
+41,318
New +$2.46M 0.09% 209

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments's XT Position: Q2 2026 in Review

Harbour Investments reduced its iShares Future Exponential Technologies ETF (XT) stake by 2.3% in Q2 2026, selling an estimated $11.9K and leaving 6,382 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #1094.

Harbour Investments first reported a position in XT in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.66M in Q3 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Harbour Investments held 6,382 shares of iShares Future Exponential Technologies ETF worth $527K as of Q2 2026.
  • Harbour Investments sold 153 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Future Exponential Technologies ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1094 holding.
  • Harbour Investments first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Future Exponential Technologies ETF position peaked at $2.66M in Q3 2021.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.