HWA
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Heritage Wealth Architects’s iShares Future Exponential Technologies ETF XT Stock Holding History

Heritage Wealth Architects’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 		$314K Buy
3,871
+189
+5% +$14.8K 0.12% 64
2026
Q1 		$282K Buy
+3,682
New +$262K 0.12% 66

Other funds holding XT

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Heritage Wealth Architects's XT Position: Q2 2026 in Review

Heritage Wealth Architects increased its iShares Future Exponential Technologies ETF (XT) stake by 5.1% in Q2 2026, buying an estimated $14.8K and bringing the position to 3,871 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #64.

Heritage Wealth Architects first reported a position in XT in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Heritage Wealth Architects held 3,871 shares of iShares Future Exponential Technologies ETF worth $314K as of Q2 2026.
  • Heritage Wealth Architects bought 189 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $14.8K.
  • iShares Future Exponential Technologies ETF made up 0.12% of Heritage Wealth Architects's portfolio in Q2 2026, its #64 holding.
  • Heritage Wealth Architects first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.