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
Q3 		$309K Sell
3,668
-203
-5% -$16.6K 0.13% 58
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

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Heritage Wealth Architects's XT Position: Q3 2026 in Review

Heritage Wealth Architects reduced its iShares Future Exponential Technologies ETF (XT) stake by 5.2% in Q3 2026, selling an estimated $16.6K and leaving 3,668 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #58.

Heritage Wealth Architects first reported a position in XT in Q1 2026 and has held it in 3 quarters since. The position peaked at $314K in Q2 2026. 25 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Heritage Wealth Architects held 3,668 shares of iShares Future Exponential Technologies ETF worth $309K as of Q3 2026.
  • Heritage Wealth Architects sold 203 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $16.6K.
  • iShares Future Exponential Technologies ETF made up 0.13% of Heritage Wealth Architects's portfolio in Q3 2026, its #58 holding.
  • Heritage Wealth Architects first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and has held it in 3 quarters since.
  • Heritage Wealth Architects's iShares Future Exponential Technologies ETF position peaked at $314K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.