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

Sweeney & Michel’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.21M	Hold	14,544	–	–	0.32%	51
2026 Q2	$1.2M	Sell	14,544 -514	-3%	-$40.1K	0.32%	51
2026 Q1	$1.08M	Buy	15,058 +67	+0.4%	+$4.76K	0.32%	52
2025 Q4	$1.09M	Sell	14,991 -15,592	-51%	-$1.14M	0.32%	52
2025 Q3	$2.19M	Buy	30,583 +793	+3%	+$53.7K	0.73%	29
2025 Q2	$1.95M	Buy	29,790 +1,627	+6%	+$97K	0.69%	27
2025 Q1	$1.4M	Buy	+28,163	New	+$1.72M	0.61%	33
2024 Q3	$2.18M	Buy	35,823 +285	+0.8%	+$16.7K	0.86%	25
2024 Q2	$2.12M	Sell	35,538 -846	-2%	-$49.1K	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%	+$564K	0.96%	23
2023 Q2	$1.39M	Buy	25,085 +106	+0.4%	+$5.59K	0.72%	23
2023 Q1	$1.37M	Buy	+24,979	New	+$1.28M	0.73%	23

Other funds holding XT

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Sweeney & Michel's XT Position: Q3 2026 in Review

Sweeney & Michel held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 14,544 shares worth $1.21M. The position accounts for 0.32% of the portfolio, ranked #51.

Sweeney & Michel first reported a position in XT in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.19M in Q3 2025. 123 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Sweeney & Michel held 14,544 shares of iShares Future Exponential Technologies ETF worth $1.21M as of Q3 2026.
Sweeney & Michel left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
iShares Future Exponential Technologies ETF made up 0.32% of Sweeney & Michel's portfolio in Q3 2026, its #51 holding.
Sweeney & Michel first reported a position in iShares Future Exponential Technologies ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's iShares Future Exponential Technologies ETF position peaked at $2.19M in Q3 2025.
123 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.