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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sweeney & Michel's XT Position: Q2 2026 in Review

Sweeney & Michel reduced its iShares Future Exponential Technologies ETF (XT) stake by 3.4% in Q2 2026, selling an estimated $40.1K and leaving 14,544 shares worth $1.2M. 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 12 quarters since. The position peaked at $2.19M in Q3 2025. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Sweeney & Michel held 14,544 shares of iShares Future Exponential Technologies ETF worth $1.2M as of Q2 2026.
Sweeney & Michel sold 514 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $40.1K.
iShares Future Exponential Technologies ETF made up 0.32% of Sweeney & Michel's portfolio in Q2 2026, its #51 holding.
Sweeney & Michel first reported a position in iShares Future Exponential Technologies ETF in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's iShares Future Exponential Technologies ETF position peaked at $2.19M in Q3 2025.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.