Root Financial Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Root Financial Partners’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 Q3	$278K	Sell	3,331 -1,894	-36%	-$155K	0.01%	339
2026 Q2	$432K	Sell	5,225 -438	-8%	-$34.2K	0.02%	220
2026 Q1	$386K	Buy	5,663 +377	+7%	+$26.8K	0.02%	204
2025 Q4	$369K	Sell	5,286 -86	-2%	-$6.3K	0.02%	201
2025 Q3	$386K	Buy	5,372 +1,277	+31%	+$86.4K	0.02%	178
2025 Q2	$267K	Sell	4,095 -1,195	-23%	-$71.3K	0.03%	199
2025 Q1	$304K	Hold	5,290	–	–	0.03%	152
2024 Q4	$316K	Buy	5,290 +1,705	+48%	+$104K	0.04%	151
2024 Q3	$218K	Buy	+3,585	New	+$210K	0.03%	145

Other funds holding XT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Root Financial Partners's XT Position: Q3 2026 in Review

Root Financial Partners reduced its iShares Future Exponential Technologies ETF (XT) stake by 36% in Q3 2026, selling an estimated $155K and leaving 3,331 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #339.

Root Financial Partners first reported a position in XT in Q3 2024 and has held it in 9 quarters since. The position peaked at $432K in Q2 2026. 251 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Root Financial Partners held 3,331 shares of iShares Future Exponential Technologies ETF worth $278K as of Q3 2026.
Root Financial Partners sold 1,894 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $155K.
iShares Future Exponential Technologies ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #339 holding.
Root Financial Partners first reported a position in iShares Future Exponential Technologies ETF in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's iShares Future Exponential Technologies ETF position peaked at $432K in Q2 2026.
251 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.