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IFA
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
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
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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