Mather Group’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
2026 Q1	$290K	Hold	4,253	–	–	﹤0.01%	633
2025 Q4	$297K	Hold	4,253	–	–	﹤0.01%	526
2025 Q3	$306K	Hold	4,253	–	–	﹤0.01%	514
2025 Q2	$278K	Hold	4,253	–	–	﹤0.01%	519
2025 Q1	$245K	Hold	4,253	–	–	﹤0.01%	536
2024 Q4	$254K	Hold	4,253	–	–	﹤0.01%	499
2024 Q3	$259K	Sell	4,253 -4,508	-51%	-$265K	﹤0.01%	499
2024 Q2	$522K	Buy	8,761 +5,326	+155%	+$309K	0.01%	407
2024 Q1	$206K	Hold	3,435	–	–	﹤0.01%	520
2023 Q4	$206K	Buy	+3,435	New	+$185K	﹤0.01%	537
2022 Q2	–	Sell	-3,544	Closed	-$209K	–	482
2022 Q1	$209K	Hold	3,544	–	–	﹤0.01%	429
2021 Q4	$234K	Sell	3,544 -55	-2%	-$3.58K	﹤0.01%	347
2021 Q3	$226K	Hold	3,599	–	–	0.01%	263
2021 Q2	$228K	Sell	3,599 -114	-3%	-$7.02K	0.01%	256
2021 Q1	$220K	Buy	+3,713	New	+$221K	0.01%	247