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IFC & Insurance Marketing’s iShares Future Exponential Technologies ETF XT Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-38
Closed -$3K – 719
2025
Q4 		$3K Buy
+38
New +$2.78K ﹤0.01% 616

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

IFC & Insurance Marketing's XT Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 38 shares — an estimated $3K sold.

IFC & Insurance Marketing first reported a position in XT in Q4 2025 and held it in 1 quarter. The position peaked at $3K in Q4 2025. 268 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 38 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $3K.
  • IFC & Insurance Marketing first reported a position in iShares Future Exponential Technologies ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares Future Exponential Technologies ETF position peaked at $3K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.