Tradition Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Tradition Wealth Management’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	$343K	Sell	4,157 -297	-7%	-$23.2K	0.02%	382
2026 Q1	$304K	Hold	4,454	–	–	0.02%	385
2025 Q4	$311K	Buy	4,454 +247	+6%	+$18.1K	0.02%	371
2025 Q3	$303K	Hold	4,207	–	–	0.02%	371
2025 Q2	$275K	Buy	4,207 +1	+0%	+$60	0.02%	372
2025 Q1	$242K	Hold	4,206	–	–	0.02%	379
2024 Q4	$251K	Buy	4,206 +1	+0%	+$61	0.02%	358
2024 Q3	$256K	Sell	4,205 -20	-0.5%	-$1.17K	0.02%	353
2024 Q2	$249K	Hold	4,225	–	–	0.02%	342
2024 Q1	$252K	Hold	4,225	–	–	0.03%	331
2023 Q4	$253K	Hold	4,225	–	–	0.03%	297
2023 Q3	$221K	Hold	4,225	–	–	0.03%	291
2023 Q2	$235K	Buy	4,225 +1	+0%	+$53	0.03%	284
2023 Q1	$223K	Buy	4,224 +382	+10%	+$19.6K	0.03%	290
2022 Q4	$182K	Buy	3,842 +2,371	+161%	+$114K	0.03%	275
2022 Q3	$66K	Sell	1,471 -50	-3%	-$2.5K	0.01%	451
2022 Q2	$73K	Buy	1,521 +401	+36%	+$20.8K	0.01%	405
2022 Q1	$66K	Hold	1,120	–	–	0.01%	453
2021 Q4	$74K	Buy	1,120 +1	+0.1%	+$65	0.01%	455
2021 Q3	$70K	Hold	1,119	–	–	0.01%	429
2021 Q2	$71K	Buy	1,119 +1	+0.1%	+$62	0.01%	456
2021 Q1	$66K	Hold	1,118	–	–	0.01%	385
2020 Q4	$64K	Buy	+1,118	New	+$59K	0.01%	368

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

Tradition Wealth Management's XT Position: Q2 2026 in Review

Tradition Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 6.7% in Q2 2026, selling an estimated $23.2K and leaving 4,157 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #382.

Tradition Wealth Management first reported a position in XT in Q4 2020 and has held it in 23 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Tradition Wealth Management held 4,157 shares of iShares Future Exponential Technologies ETF worth $343K as of Q2 2026.
Tradition Wealth Management sold 297 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $23.2K.
iShares Future Exponential Technologies ETF made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #382 holding.
Tradition Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 23 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.