McKinley Carter Wealth Services’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	$482K	Hold	7,071	–	–	0.03%	222
2025 Q4	$493K	Sell	7,071 -50	-0.7%	-$3.66K	0.03%	221
2025 Q3	$512K	Hold	7,121	–	–	0.03%	222
2025 Q2	$465K	Buy	7,121 +28	+0.4%	+$1.67K	0.03%	220
2025 Q1	$408K	Hold	7,093	–	–	0.03%	225
2024 Q4	$423K	Buy	7,093 +22	+0.3%	+$1.34K	0.03%	215
2024 Q3	$430K	Sell	7,071 -3,600	-34%	-$211K	0.03%	221
2024 Q2	$628K	Hold	10,671	–	–	0.04%	188
2024 Q1	$636K	Buy	10,671 +3,600	+51%	+$211K	0.04%	191
2023 Q4	$423K	Sell	7,071 -3,600	-34%	-$194K	0.03%	218
2023 Q3	$557K	Buy	10,671 +371	+4%	+$20.4K	0.04%	191
2023 Q2	$573K	Buy	10,300 +3,600	+54%	+$190K	0.04%	195
2023 Q1	$353K	Buy	+6,700	New	+$344K	0.03%	238