IFG Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History

IFG Advisory’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	$571K	Buy	+6,910	New	+$540K	0.02%	572
2026 Q1	–	Sell	-7,012	Closed	-$489K	–	898
2025 Q4	$489K	Buy	7,012 +366	+6%	+$26.8K	0.02%	514
2025 Q3	$478K	Buy	6,646 +1,150	+21%	+$77.8K	0.02%	503
2025 Q2	$359K	Buy	+5,496	New	+$328K	0.02%	553
2025 Q1	–	Sell	-3,375	Closed	-$201K	–	729
2024 Q4	$201K	Buy	+3,375	New	+$205K	0.01%	640
2024 Q1	–	Sell	-4,806	Closed	-$288K	–	597
2023 Q4	$288K	Buy	+4,806	New	+$259K	0.02%	479

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFG Advisory's XT Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Future Exponential Technologies ETF (XT) in Q2 2026: 6,910 shares worth $571K. The stake represents 0.02% of the portfolio and ranks #572 among its holdings. This is a return to the name: IFG Advisory previously reported a position in XT as recently as Q4 2025.

IFG Advisory first reported a position in XT in Q4 2023 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

IFG Advisory held 6,910 shares of iShares Future Exponential Technologies ETF worth $571K as of Q2 2026.
iShares Future Exponential Technologies ETF was a new IFG Advisory position in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #572 holding.
IFG Advisory first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.