Lane & Associates’s iShares Future Exponential Technologies ETF XT Stock Holding History

Lane & Associates’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
2025 Q1	$511K	Sell	8,883 -191	-2%	-$11.7K	0.28%	62
2024 Q4	$563K	Sell	9,074 -1,585	-15%	-$96.4K	0.29%	60
2024 Q3	$649K	Sell	10,659 -2,949	-22%	-$173K	0.35%	56
2024 Q2	$801K	Sell	13,608 -1,309	-9%	-$76K	0.47%	46
2024 Q1	$889K	Buy	14,917 +829	+6%	+$48.7K	0.56%	44
2023 Q4	$843K	Sell	14,088 -868	-6%	-$46.8K	0.61%	41
2023 Q3	$781K	Sell	14,956 -606	-4%	-$33.4K	0.63%	39
2023 Q2	$865K	Sell	15,562 -548	-3%	-$28.9K	0.69%	37
2023 Q1	$849K	Sell	16,110 -352	-2%	-$18.1K	0.76%	35
2022 Q4	$779K	Buy	+16,462	New	+$788K	0.74%	33

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Lane & Associates's XT Position: Q1 2025 in Review

Lane & Associates reduced its iShares Future Exponential Technologies ETF (XT) stake by 2.1% in Q1 2025, selling an estimated $11.7K and leaving 8,883 shares worth $511K. The position accounts for 0.28% of the portfolio, ranked #62.

Lane & Associates first reported a position in XT in Q4 2022 and has held it in 10 quarters since. The position peaked at $889K in Q1 2024. 245 funds tracked by Wall St. Rank hold XT as of Q1 2025.

Lane & Associates held 8,883 shares of iShares Future Exponential Technologies ETF worth $511K as of Q1 2025.
Lane & Associates sold 191 iShares Future Exponential Technologies ETF shares in Q1 2025, an estimated $11.7K.
iShares Future Exponential Technologies ETF made up 0.28% of Lane & Associates's portfolio in Q1 2025, its #62 holding.
Lane & Associates first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's iShares Future Exponential Technologies ETF position peaked at $889K in Q1 2024.
245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.