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Ritholtz Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Ritholtz Wealth Management’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 		$1.58M Sell
19,130
-436
-2% -$34K 0.02% 486
2026
Q1 		$1.33M Sell
19,566
-1,064
-5% -$75.6K 0.02% 474
2025
Q4 		$1.44M Sell
20,630
-472
-2% -$34.6K 0.03% 417
2025
Q3 		$1.52M Buy
21,102
+594
+3% +$40.2K 0.03% 401
2025
Q2 		$1.34M Sell
20,508
-23,681
-54% -$1.41M 0.03% 394
2025
Q1 		$2.54M Buy
+44,189
New +$2.7M 0.08% 193

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ritholtz Wealth Management's XT Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 2.2% in Q2 2026, selling an estimated $34K and leaving 19,130 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #486.

Ritholtz Wealth Management first reported a position in XT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.54M in Q1 2025. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Ritholtz Wealth Management held 19,130 shares of iShares Future Exponential Technologies ETF worth $1.58M as of Q2 2026.
  • Ritholtz Wealth Management sold 436 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $34K.
  • iShares Future Exponential Technologies ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #486 holding.
  • Ritholtz Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2025 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's iShares Future Exponential Technologies ETF position peaked at $2.54M in Q1 2025.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.