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SB
Strategic Blueprint’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
Strategic Blueprint’s Portfolio
XT Stock Details
XT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$452K
Buy
6,639
+313
+5%
+$22.2K
0.03%
430
2025
Q4
$441K
Buy
6,326
+227
+4%
+$16.6K
0.03%
427
2025
Q3
$439K
Sell
6,099
-244
-4%
-$16.5K
0.02%
506
2025
Q2
$414K
Sell
6,343
-1,297
-17%
-$77.4K
0.02%
482
2025
Q1
$440K
Sell
7,640
-541
-7%
-$33.1K
0.02%
452
2024
Q4
$488K
Sell
8,181
-3,297
-29%
-$200K
0.03%
411
2024
Q3
$699K
Sell
11,478
-666
-5%
-$39.1K
0.04%
327
2024
Q2
$714K
Sell
12,144
-69
-0.6%
-$4.01K
0.05%
300
2024
Q1
$728K
Sell
12,213
-771
-6%
-$45.3K
0.05%
304
2023
Q4
$777K
Hold
12,984
–
–
0.06%
272
2023
Q3
$678K
Sell
12,984
-134
-1%
-$7.38K
0.06%
282
2023
Q2
$729K
Buy
13,118
+710
+6%
+$37.4K
0.07%
246
2023
Q1
$654K
Buy
12,408
+576
+5%
+$29.6K
0.07%
259
2022
Q4
$560K
Sell
11,832
-2,095
-15%
-$100K
0.06%
273
2022
Q3
$621K
Sell
13,927
-1,733
-11%
-$86.5K
0.08%
251
2022
Q2
$751K
Hold
15,660
–
–
0.1%
213
2022
Q1
$925K
Sell
15,660
-9,209
-37%
-$541K
0.11%
193
2021
Q4
$1.64M
Sell
24,869
-386
-2%
-$25.1K
0.21%
102
2021
Q3
$1.58M
Sell
25,255
-6,522
-21%
-$420K
0.25%
92
2021
Q2
$2.01M
Buy
31,777
+5,660
+22%
+$348K
0.32%
69
2021
Q1
$1.55M
Buy
26,117
+855
+3%
+$50.8K
0.33%
69
2020
Q4
$1.45M
Buy
+25,262
New
+$1.33M
0.36%
61
Other funds holding XT
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WAP
Wealthcare Advisory Partners
West Chester, Pennsylvania
$5.27B AUM
22.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
NEPWA
New England Private Wealth Advisors
Wellesley, Massachusetts
$866M AUM
15.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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