Jaffetilchin Investment Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Jaffetilchin Investment Partners’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	$1.4M	Hold	20,483	–	–	0.08%	157
2025 Q4	$1.43M	Hold	20,483	–	–	0.08%	148
2025 Q3	$1.47M	Hold	20,483	–	–	0.09%	147
2025 Q2	$1.34M	Hold	20,483	–	–	0.09%	150
2025 Q1	$1.18M	Hold	20,483	–	–	0.09%	162
2024 Q4	$1.22M	Hold	20,483	–	–	0.09%	145
2024 Q3	$1.25M	Hold	20,483	–	–	0.09%	125
2024 Q2	$1.21M	Hold	20,483	–	–	0.1%	120
2024 Q1	$1.22M	Hold	20,483	–	–	0.11%	118
2023 Q4	$1.23M	Hold	20,483	–	–	0.12%	116
2023 Q3	$1.07M	Hold	20,483	–	–	0.12%	107
2023 Q2	$1.14M	Hold	20,483	–	–	0.12%	114
2023 Q1	$1.08M	Hold	20,483	–	–	0.12%	127
2022 Q4	$970K	Hold	20,483	–	–	0.12%	132
2022 Q3	$913K	Hold	20,483	–	–	0.12%	112
2022 Q2	$982K	Hold	20,483	–	–	0.12%	118
2022 Q1	$989K	Hold	20,483	–	–	0.12%	118
2021 Q4	$1.35M	Hold	20,483	–	–	0.13%	108
2021 Q3	$1.28M	Sell	20,483 -20,483	-50%	-$1.32M	0.14%	107
2021 Q2	$2.47M	Buy	40,966 +20,483	+100%	+$1.26M	0.17%	98
2021 Q1	$1.21M	Hold	20,483	–	–	0.14%	120
2020 Q4	$1.17M	Buy	+20,483	New	+$1.08M	0.17%	96

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 $666B 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

Jaffetilchin Investment Partners's XT Position: Q1 2026 in Review

Jaffetilchin Investment Partners held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 20,483 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #157.

Jaffetilchin Investment Partners first reported a position in XT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.47M in Q2 2021. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Jaffetilchin Investment Partners held 20,483 shares of iShares Future Exponential Technologies ETF worth $1.4M as of Q1 2026.
Jaffetilchin Investment Partners left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
iShares Future Exponential Technologies ETF made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #157 holding.
Jaffetilchin Investment Partners first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 22 quarters since.
Jaffetilchin Investment Partners's iShares Future Exponential Technologies ETF position peaked at $2.47M in Q2 2021.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.