TWM
Tolleson Wealth Management’s iShares Exponential Technologies ETF XT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
3,511
| – | – | 0.04% | 83 |
|
|
2025
Q1 | $202K | Hold |
3,511
| – | – | 0.04% | 85 |
|
|
2024
Q4 | $209K | Hold |
3,511
| – | – | 0.04% | 102 |
|
|
2024
Q3 | $214K | Hold |
3,511
| – | – | 0.04% | 81 |
|
|
2024
Q2 | $207K | Hold |
3,511
| – | – | 0.04% | 79 |
|
|
2024
Q1 | $209K | Hold |
3,511
| – | – | 0.04% | 81 |
|
|
2023
Q4 | $210K | Buy |
+3,511
| New | +$210K | 0.04% | 78 |
|