Valley National Advisers’s iShares Future Exponential Technologies ETF XT Stock Holding History

Valley National Advisers’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	$1.26M	Sell	18,487 -33	-0.2%	-$2.34K	0.16%	124
2025 Q4	$1.29M	Buy	18,520 +41	+0.2%	+$3K	0.18%	120
2025 Q3	$1.33M	Sell	18,479 -1	-0%	-$68	0.21%	112
2025 Q2	$1.21M	Sell	18,480 -748	-4%	-$44.6K	0.2%	121
2025 Q1	$1.11M	Sell	19,228 -1,735	-8%	-$106K	0.2%	121
2024 Q4	$1.25M	Sell	20,963 -355	-2%	-$21.6K	0.22%	108
2024 Q3	$1.3M	Sell	21,318 -1,977	-8%	-$116K	0.23%	114
2024 Q2	$1.37M	Sell	23,295 -15,275	-40%	-$887K	0.2%	98
2024 Q1	$2.3M	Sell	38,570 -5,390	-12%	-$316K	0.35%	67
2023 Q4	$2.63M	Buy	43,960 +8,415	+24%	+$454K	0.42%	53
2023 Q3	$1.86M	Buy	35,545 +3,879	+12%	+$213K	0.32%	66
2023 Q2	$1.76M	Buy	31,666 +640	+2%	+$33.7K	0.3%	72
2023 Q1	$1.59M	Sell	31,026 -1,961	-6%	-$101K	0.28%	78
2022 Q4	$1.66M	Buy	32,987 +2,934	+10%	+$140K	0.3%	74
2022 Q3	$1.37M	Buy	30,053 +4,150	+16%	+$207K	0.29%	77
2022 Q2	$1.29M	Buy	25,903 +1,643	+7%	+$85.3K	0.27%	75
2022 Q1	$1.43M	Sell	24,260 -935	-4%	-$55K	0.27%	80
2021 Q4	$1.67M	Buy	25,195 +1,579	+7%	+$103K	0.31%	89
2021 Q3	$1.48M	Buy	23,616 +30	+0.1%	+$1.93K	0.27%	93
2021 Q2	$1.49M	Buy	23,586 +291	+1%	+$17.9K	0.27%	89
2021 Q1	$1.38M	Buy	23,295 +107	+0.5%	+$6.36K	0.27%	90
2020 Q4	$1.33M	Sell	23,188 -969	-4%	-$51.1K	0.28%	72
2020 Q3	$1.17M	Sell	24,157 -990	-4%	-$47.3K	0.27%	60
2020 Q2	$1.12M	Sell	25,147 -3,857	-13%	-$158K	0.26%	67
2020 Q1	$1.03M	Sell	29,004 -1,124	-4%	-$45.9K	0.29%	66
2019 Q4	$1.29M	Sell	30,128 -541	-2%	-$22K	0.32%	65
2019 Q3	$1.19M	Sell	30,669 -347	-1%	-$13.4K	0.33%	66
2019 Q2	$1.2M	Sell	31,016 -472	-1%	-$17.9K	0.33%	62
2019 Q1	$1.2M	Sell	31,488 -2,835	-8%	-$103K	0.34%	61
2018 Q4	$1.14M	Sell	34,323 -605	-2%	-$21.5K	0.37%	57
2018 Q3	$1.35M	Buy	34,928 +4,379	+14%	+$166K	0.47%	52
2018 Q2	$1.11M	Buy	30,549 +2,592	+9%	+$95.1K	0.42%	56
2018 Q1	$1.02M	Buy	27,957 +5,801	+26%	+$215K	0.38%	59
2017 Q4	$785K	Buy	22,156 +451	+2%	+$15.8K	0.27%	75
2017 Q3	$745K	Sell	21,705 -1,268	-6%	-$41.9K	0.25%	70
2017 Q2	$730K	Sell	22,973 -571	-2%	-$17.7K	0.26%	68
2017 Q1	$699K	Sell	23,544 -3,315	-12%	-$94.8K	0.27%	70
2016 Q4	$719K	Sell	26,859 -9,626	-26%	-$252K	0.33%	77
2016 Q3	$964K	Sell	36,485 -2,186	-6%	-$56.4K	0.5%	60
2016 Q2	$944K	Sell	38,671 -6,995	-15%	-$171K	0.49%	61
2016 Q1	$1.1M	Sell	45,666 -494	-1%	-$11.4K	0.59%	53
2015 Q4	$1.15M	Buy	46,160 +17,339	+60%	+$429K	0.68%	47
2015 Q3	$670K	Buy	28,821 +1,033	+4%	+$25.7K	0.41%	73
2015 Q2	$708K	Buy	+27,788	New	+$724K	0.4%	72

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $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

Valley National Advisers's XT Position: Q1 2026 in Review

Valley National Advisers reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.18% in Q1 2026, selling an estimated $2.34K and leaving 18,487 shares worth $1.26M. The position accounts for 0.16% of the portfolio, ranked #124.

Valley National Advisers first reported a position in XT in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.63M in Q4 2023. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Valley National Advisers held 18,487 shares of iShares Future Exponential Technologies ETF worth $1.26M as of Q1 2026.
Valley National Advisers sold 33 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $2.34K.
iShares Future Exponential Technologies ETF made up 0.16% of Valley National Advisers's portfolio in Q1 2026, its #124 holding.
Valley National Advisers first reported a position in iShares Future Exponential Technologies ETF in Q2 2015 and has held it in 44 quarters since.
Valley National Advisers's iShares Future Exponential Technologies ETF position peaked at $2.63M in Q4 2023.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.