IWC
XT icon

Integrated Wealth Concepts’s iShares Future Exponential Technologies ETF XT Stock Holding History

Integrated Wealth Concepts’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 		$1.63M Buy
19,773
+9,237
+88% +$721K 0.01% 1061
2026
Q1 		$718K Sell
10,536
-2,478
-19% -$176K 0.01% 1313
2025
Q4 		$908K Sell
13,014
-1,171
-8% -$85.8K 0.01% 813
2025
Q3 		$1.02M Sell
14,185
-270
-2% -$18.3K 0.01% 969
2025
Q2 		$943K Sell
14,455
-2,498
-15% -$149K 0.01% 955
2025
Q1 		$976K Sell
16,953
-16,570
-49% -$1.01M 0.01% 841
2024
Q4 		$2M Buy
33,523
+4,192
+14% +$255K 0.02% 548
2024
Q3 		$1.79M Sell
29,331
-10,948
-27% -$643K 0.02% 578
2024
Q2 		$2.37M Sell
40,279
-6,097
-13% -$354K 0.03% 460
2024
Q1 		$2.76M Sell
46,376
-9,764
-17% -$573K 0.04% 407
2023
Q4 		$3.36M Sell
56,140
-33,361
-37% -$1.8M 0.06% 324
2023
Q3 		$4.67M Buy
89,501
+2,871
+3% +$158K 0.08% 236
2023
Q2 		$4.82M Buy
86,630
+60,776
+235% +$3.2M 0.08% 234
2023
Q1 		$1.36M Buy
25,854
+10,897
+73% +$560K 0.03% 516
2022
Q4 		$708K Sell
14,957
-540
-3% -$25.9K 0.02% 559
2022
Q3 		$691K Sell
15,497
-43
-0.3% -$2.15K 0.02% 506
2022
Q2 		$745K Sell
15,540
-19,091
-55% -$991K 0.02% 489
2022
Q1 		$2.04M Sell
34,631
-1,456
-4% -$85.6K 0.06% 259
2021
Q4 		$2.38M Buy
36,087
+1,727
+5% +$113K 0.07% 229
2021
Q3 		$2.16M Buy
34,360
+13,688
+66% +$882K 0.07% 233
2021
Q2 		$1.31M Sell
20,672
-448
-2% -$27.6K 0.05% 288
2021
Q1 		$1.25M Buy
21,120
+1,834
+10% +$109K 0.05% 262
2020
Q4 		$1.1M Buy
19,286
+1,913
+11% +$101K 0.05% 233
2020
Q3 		$844K Buy
17,373
+7,206
+71% +$345K 0.05% 241
2020
Q2 		$453K Buy
10,167
+3,131
+44% +$128K 0.03% 311
2020
Q1 		$251K Buy
7,036
+1,004
+17% +$41K 0.02% 346
2019
Q4 		$258K Hold
6,032
– – 0.02% 393
2019
Q3 		$233K Buy
+6,032
New +$232K 0.03% 370

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's XT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Future Exponential Technologies ETF (XT) stake by 88% in Q2 2026, buying an estimated $721K and bringing the position to 19,773 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #1061.

Integrated Wealth Concepts first reported a position in XT in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.82M in Q2 2023. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Integrated Wealth Concepts held 19,773 shares of iShares Future Exponential Technologies ETF worth $1.63M as of Q2 2026.
  • Integrated Wealth Concepts bought 9,237 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $721K.
  • iShares Future Exponential Technologies ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1061 holding.
  • Integrated Wealth Concepts first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and has held it in 28 quarters since.
  • Integrated Wealth Concepts's iShares Future Exponential Technologies ETF position peaked at $4.82M in Q2 2023.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.