Steward Partners Investment Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
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|
2025
Q1 | $95.3K | Buy |
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|
2024
Q4 | $47K | Sell |
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|
2024
Q3 | $52.3K | Hold |
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|
2024
Q2 | $50.5K | Hold |
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|
2024
Q1 | $51.2K | Sell |
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|
2023
Q4 | $58.2K | Hold |
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|
2023
Q3 | $50.7K | Sell |
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|
2023
Q2 | $63.1K | Buy |
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|
2023
Q1 | $40.4K | Buy |
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|
2022
Q4 | $16.9K | Sell |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $49K | Sell |
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|
2021
Q4 | $90K | Buy |
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|
2021
Q3 | $74K | Sell |
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|
2021
Q2 | $83K | Sell |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $1.41M | Sell |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $851K | Buy |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $734K | Buy |
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|
2019
Q2 | $571K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $15K | Buy |
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