JFS Wealth Advisors’s iShares Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Hold |
1,987
| – | – | 0.01% | 339 |
|
|
2025
Q1 | $114K | Hold |
1,987
| – | – | 0.01% | 355 |
|
|
2024
Q4 | $119K | Hold |
1,987
| – | – | 0.01% | 343 |
|
|
2024
Q3 | $121K | Hold |
1,987
| – | – | 0.01% | 343 |
|
|
2024
Q2 | $117K | Hold |
1,987
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $118K | Hold |
1,987
| – | – | 0.01% | 297 |
|
|
2023
Q4 | $119K | Hold |
1,987
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $104K | Hold |
1,987
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $110K | Hold |
1,987
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $105K | Hold |
1,987
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $94.1K | Hold |
1,987
| – | – | 0.01% | 287 |
|
|
2022
Q3 | $89K | Hold |
1,987
| – | – | 0.01% | 293 |
|
|
2022
Q2 | $95K | Hold |
1,987
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $117K | Hold |
1,987
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $131K | Hold |
1,987
| – | – | 0.01% | 268 |
|
|
2021
Q3 | $125K | Buy |
+1,987
| New | +$125K | 0.01% | 275 |
|