VERITY Wealth Advisors’s iShares Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Hold |
11,780
| – | – | 0.52% | 39 |
|
|
2025
Q1 | $678K | Hold |
11,780
| – | – | 0.5% | 38 |
|
|
2024
Q4 | $703K | Hold |
11,780
| – | – | 0.51% | 36 |
|
|
2024
Q3 | $717K | Hold |
11,780
| – | – | 0.5% | 38 |
|
|
2024
Q2 | $693K | Hold |
11,780
| – | – | 0.52% | 38 |
|
|
2024
Q1 | $702K | Buy |
11,780
+6,512
| +124% | +$388K | 0.54% | 38 |
|
|
2023
Q4 | $315K | Sell |
5,268
-237
| -4% | -$14.2K | 0.27% | 58 |
|
|
2023
Q3 | $287K | Hold |
5,505
| – | – | 0.27% | 58 |
|
|
2023
Q2 | $306K | Hold |
5,505
| – | – | 0.27% | 59 |
|
|
2023
Q1 | $290K | Hold |
5,505
| – | – | 0.27% | 61 |
|
|
2022
Q4 | $261K | Buy |
5,505
+992
| +22% | +$47K | 0.26% | 60 |
|
|
2022
Q3 | $201K | Hold |
4,513
| – | – | 0.21% | 67 |
|
|
2022
Q2 | $216K | Buy |
+4,513
| New | +$216K | 0.21% | 65 |
|