Strategic Wealth Investment Group’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
2026 Q1	$1.51M	Sell	22,225 -769	-3%	-$54.6K	0.19%	57
2025 Q4	$1.6M	Sell	22,994 -9,302	-29%	-$681K	0.2%	56
2025 Q3	$2.32M	Buy	32,296 +30,233	+1,465%	+$2.05M	0.2%	58
2025 Q2	$135K	Buy	+2,063	New	+$123K	0.19%	56
2025 Q1	–	Sell	-35,349	Closed	-$2.11M	–	133
2024 Q4	$2.11M	Sell	35,349 -703	-2%	-$42.7K	0.23%	58
2024 Q3	$2.17M	Sell	36,052 -1,166	-3%	-$68.5K	0.23%	59
2024 Q2	$2.19M	Buy	+37,218	New	+$2.16M	0.28%	59
2023 Q4	$1.97M	Sell	32,825 -2,017	-6%	-$109K	0.3%	51
2023 Q3	$1.82M	Buy	34,842 +128	+0.4%	+$7.04K	0.33%	49
2023 Q2	$1.93M	Buy	34,714 +1,562	+5%	+$82.3K	0.31%	58
2023 Q1	$1.75M	Buy	33,152 +2,857	+9%	+$147K	0.32%	58
2022 Q4	$1.55M	Buy	30,295 +1,891	+7%	+$90.5K	0.36%	54
2022 Q3	$1.27M	Buy	28,404 +4,321	+18%	+$216K	0.36%	51
2022 Q2	$1.15M	Sell	24,083 -1,009	-4%	-$52.4K	0.29%	69
2022 Q1	$1.48M	Buy	25,092 +3,777	+18%	+$222K	0.35%	47
2021 Q4	$1.41M	Buy	21,315 +1,131	+6%	+$73.7K	0.37%	46
2021 Q3	$1.27M	Buy	20,184 +3,915	+24%	+$252K	0.38%	46
2021 Q2	$1.03M	Buy	16,269 +3,490	+27%	+$215K	0.36%	45
2021 Q1	$757K	Buy	12,779 +2,045	+19%	+$122K	0.36%	45
2020 Q4	$614K	Buy	10,734 +161	+2%	+$8.49K	0.36%	52
2020 Q3	$514K	Buy	10,573 +390	+4%	+$18.7K	0.39%	54
2020 Q2	$453K	Sell	10,183 -16,116	-61%	-$661K	0.44%	54
2020 Q1	$937K	Buy	26,299 +297	+1%	+$12.1K	1.53%	21
2019 Q4	$1.11M	Buy	+26,002	New	+$1.06M	1.15%	23