MGB Wealth Management’s iShares Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
9,559
+5
| +0.1% | +$326 | 0.21% | 101 |
|
|
2025
Q1 | $550K | Buy |
9,554
+100
| +1% | +$5.76K | 0.2% | 115 |
|
|
2024
Q4 | $564K | Buy |
9,454
+34
| +0.4% | +$2.03K | 0.18% | 103 |
|
|
2024
Q3 | $574K | Sell |
9,420
-3,896
| -29% | -$237K | 0.21% | 105 |
|
|
2024
Q2 | $813K | Hold |
13,316
| – | – | 0.3% | 78 |
|
|
2024
Q1 | $794K | Sell |
13,316
-266
| -2% | -$15.9K | 0.32% | 77 |
|
|
2023
Q4 | $814K | Buy |
+13,582
| New | +$814K | 0.41% | 66 |
|