Jones Financial Companies’s iShares Future Exponential Technologies ETF XT Stock Holding History

Jones Financial Companies’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	$6.5M	Buy	81,302 +7,398	+10%	+$578K	﹤0.01%	1070
2026 Q1	$4.87M	Buy	73,904 +5,876	+9%	+$417K	﹤0.01%	1085
2025 Q4	$4.74M	Buy	68,028 +6,362	+10%	+$466K	﹤0.01%	654
2025 Q3	$4.37M	Buy	61,666 +5,160	+9%	+$349K	﹤0.01%	612
2025 Q2	$3.67M	Buy	56,506 +7,553	+15%	+$450K	﹤0.01%	577
2025 Q1	$2.84M	Buy	48,953 +8,507	+21%	+$520K	﹤0.01%	562
2024 Q4	$2.41M	Buy	40,446 +7,945	+24%	+$483K	﹤0.01%	514
2024 Q3	$1.98M	Buy	32,501 +7,900	+32%	+$464K	﹤0.01%	461
2024 Q2	$1.45M	Buy	24,601 +20,517	+502%	+$1.19M	﹤0.01%	371
2024 Q1	$243K	Buy	4,084 +3,884	+1,942%	+$228K	﹤0.01%	433
2023 Q4	$12K	Buy	+200	New	+$10.8K	﹤0.01%	657

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

Jones Financial Companies's XT Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Future Exponential Technologies ETF (XT) stake by 10% in Q2 2026, buying an estimated $578K and bringing the position to 81,302 shares worth $6.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Jones Financial Companies first reported a position in XT in Q4 2023 and has held it in 11 quarters since. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Jones Financial Companies held 81,302 shares of iShares Future Exponential Technologies ETF worth $6.5M as of Q2 2026.
Jones Financial Companies bought 7,398 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $578K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1070 holding.
Jones Financial Companies first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 11 quarters since.
288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.