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Independent Advisor Alliance’s iShares Future Exponential Technologies ETF XT Stock Holding History

Independent Advisor Alliance’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 		$420K Buy
+6,166
New +$438K ﹤0.01% 1185

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Independent Advisor Alliance's XT Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares Future Exponential Technologies ETF (XT) in Q1 2026: 6,166 shares worth $420K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings.

267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Independent Advisor Alliance held 6,166 shares of iShares Future Exponential Technologies ETF worth $420K as of Q1 2026.
  • iShares Future Exponential Technologies ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1185 holding.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.