SWM
Selective Wealth Management’s iShares Exponential Technologies ETF XT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Hold |
4,279
| – | – | 0.1% | 83 |
|
|
2025
Q1 | $232K | Hold |
4,279
| – | – | 0.1% | 88 |
|
|
2024
Q4 | $255K | Hold |
4,279
| – | – | 0.1% | 87 |
|
|
2024
Q3 | $259K | Hold |
4,279
| – | – | 0.11% | 91 |
|
|
2024
Q2 | $255K | Buy |
4,279
+11
| +0.3% | +$655 | 0.11% | 91 |
|
|
2024
Q1 | $249K | Buy |
+4,268
| New | +$249K | 0.11% | 93 |
|