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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Root Financial Partners's XT Position: Q2 2026 in Review

Root Financial Partners reduced its iShares Future Exponential Technologies ETF (XT) stake by 7.7% in Q2 2026, selling an estimated $34.2K and leaving 5,225 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #220.

Root Financial Partners first reported a position in XT in Q3 2024 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Root Financial Partners held 5,225 shares of iShares Future Exponential Technologies ETF worth $432K as of Q2 2026.
Root Financial Partners sold 438 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $34.2K.
iShares Future Exponential Technologies ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #220 holding.
Root Financial Partners first reported a position in iShares Future Exponential Technologies ETF in Q3 2024 and has held it in 8 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.