Sweeney & Michel’s iShares Exponential Technologies ETF XT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.95M Buy
29,790
+1,627
+6% +$107K 0.69% 27
2025
Q1
$1.4M Buy
+28,163
New +$1.4M 0.61% 33
2024
Q3
$2.18M Buy
35,823
+285
+0.8% +$17.4K 0.86% 25
2024
Q2
$2.12M Sell
35,538
-846
-2% -$50.4K 0.9% 24
2024
Q1
$2.14M Buy
+36,384
New +$2.14M 0.95% 23
2023
Q3
$1.83M Buy
35,331
+10,246
+41% +$531K 0.96% 23
2023
Q2
$1.39M Buy
25,085
+106
+0.4% +$5.87K 0.72% 23
2023
Q1
$1.37M Buy
+24,979
New +$1.37M 0.73% 23