HBK Sorce Advisory’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
Q3 | $671K | Sell |
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|
2025
Q2 | $620K | Sell |
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2025
Q1 | $554K | Sell |
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|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $604K | Sell |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $807K | Sell |
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|
2023
Q3 | $822K | Sell |
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|
2023
Q2 | $986K | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $2.59M | Buy |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $50.3M | Buy |
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|
2022
Q1 | $61.3M | Buy |
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|
2021
Q4 | $61.7M | Buy |
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|
2021
Q3 | $56M | Buy |
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|
2021
Q2 | $53.9M | Buy |
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|
2021
Q1 | $42.7M | Buy |
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|
2020
Q4 | $2.31M | Buy |
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|
2020
Q3 | $1.94M | Sell |
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|
2020
Q2 | $1.8M | Buy |
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