Interactive Financial Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Interactive Financial Advisors’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	$621K	Buy	7,518 +95	+1%	+$7.42K	0.38%	43
2026 Q1	$506K	Buy	7,423 +50	+0.7%	+$3.55K	0.33%	44
2025 Q4	$514K	Buy	7,373 +332	+5%	+$24.3K	0.33%	45
2025 Q3	$507K	Sell	7,041 -2,371	-25%	-$160K	0.27%	53
2025 Q2	$614K	Sell	9,412 -128	-1%	-$7.63K	0.3%	52
2025 Q1	$549K	Sell	9,540 -124	-1%	-$7.58K	0.29%	55
2024 Q4	$577K	Sell	9,664 -280	-3%	-$17K	0.3%	55
2024 Q3	$605K	Sell	9,944 -764	-7%	-$44.9K	0.31%	54
2024 Q2	$630K	Buy	10,708 +137	+1%	+$7.96K	0.35%	50
2024 Q1	$630K	Sell	10,571 -10,534	-50%	-$618K	0.35%	51
2023 Q4	$1.17M	Buy	21,105 +10,577	+100%	+$570K	0.63%	30
2023 Q3	$550K	Buy	10,528 +1,150	+12%	+$63.3K	0.37%	44
2023 Q2	$521K	Buy	9,378 +11	+0.1%	+$580	0.35%	50
2023 Q1	$494K	Sell	9,367 -434	-4%	-$22.3K	0.32%	53
2022 Q4	$464K	Buy	+9,801	New	+$469K	0.28%	59

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

Interactive Financial Advisors's XT Position: Q2 2026 in Review

Interactive Financial Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 1.3% in Q2 2026, buying an estimated $7.42K and bringing the position to 7,518 shares worth $621K. The position accounts for 0.38% of the portfolio, ranked #43.

Interactive Financial Advisors first reported a position in XT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2023. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Interactive Financial Advisors held 7,518 shares of iShares Future Exponential Technologies ETF worth $621K as of Q2 2026.
Interactive Financial Advisors bought 95 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $7.42K.
iShares Future Exponential Technologies ETF made up 0.38% of Interactive Financial Advisors's portfolio in Q2 2026, its #43 holding.
Interactive Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and has held it in 15 quarters since.
Interactive Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $1.17M in Q4 2023.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.