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TWM
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
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
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1-Year Est. Return
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1-Year Est. Return
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$64B AUM
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1-Year Est. Return
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$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WAP
Wealthcare Advisory Partners
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$5.27B AUM
22.23%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
NEPWA
New England Private Wealth Advisors
Wellesley, Massachusetts
$866M AUM
15.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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