JFS Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

JFS Wealth 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	$164K	Hold	1,987	–	–	0.01%	364
2026 Q1	$135K	Hold	1,987	–	–	0.01%	379
2025 Q4	$139K	Hold	1,987	–	–	0.01%	360
2025 Q3	$143K	Hold	1,987	–	–	0.01%	362
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	+$128K	0.01%	275

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

JFS Wealth Advisors's XT Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 1,987 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #364.

JFS Wealth Advisors first reported a position in XT in Q3 2021 and has held it in 20 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

JFS Wealth Advisors held 1,987 shares of iShares Future Exponential Technologies ETF worth $164K as of Q2 2026.
JFS Wealth Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #364 holding.
JFS Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and has held it in 20 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.