JWA
XT icon

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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return