JFS Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Hold |
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|
2025
Q1 | $114K | Hold |
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|
2024
Q4 | $119K | Hold |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $117K | Hold |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $119K | Hold |
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|
2023
Q3 | $104K | Hold |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $105K | Hold |
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|
2022
Q4 | $94.1K | Hold |
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|
2022
Q3 | $89K | Hold |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $117K | Hold |
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|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $125K | Buy |
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