Wealthcare Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wealthcare Capital 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	$445K	Sell	5,381 -21	-0.4%	-$1.64K	0.04%	66
2026 Q1	$368K	Sell	5,402 -160	-3%	-$11.4K	0.04%	67
2025 Q4	$388K	Sell	5,562 -19	-0.3%	-$1.39K	0.04%	62
2025 Q3	$402K	Buy	5,581 +261	+5%	+$17.7K	0.04%	59
2025 Q2	$347K	Sell	5,320 -5,731	-52%	-$342K	0.04%	62
2025 Q1	$636K	Sell	11,051 -583	-5%	-$35.6K	0.06%	47
2024 Q4	$694K	Sell	11,634 -653	-5%	-$39.7K	0.07%	45
2024 Q3	$748K	Sell	12,287 -904	-7%	-$53.1K	0.08%	43
2024 Q2	$776K	Sell	13,191 -70	-0.5%	-$4.07K	0.08%	42
2024 Q1	$791K	Sell	13,261 -366	-3%	-$21.5K	0.09%	40
2023 Q4	$816K	Sell	13,627 -1,705	-11%	-$91.9K	0.09%	41
2023 Q3	$800K	Buy	15,332 +3,298	+27%	+$182K	0.1%	38
2023 Q2	$669K	Sell	12,034 -733	-6%	-$38.6K	0.08%	37
2023 Q1	$673K	Buy	12,767 +485	+4%	+$24.9K	0.08%	37
2022 Q4	$581K	Buy	12,282 +1,344	+12%	+$64.3K	0.07%	42
2022 Q3	$488K	Buy	10,938 +455	+4%	+$22.7K	0.06%	42
2022 Q2	$502K	Buy	10,483 +508	+5%	+$26.4K	0.06%	41
2022 Q1	$589K	Buy	9,975 +1,246	+14%	+$73.3K	0.06%	44
2021 Q4	$577K	Buy	8,729 +354	+4%	+$23.1K	0.05%	50
2021 Q3	$525K	Buy	8,375 +973	+13%	+$62.7K	0.05%	48
2021 Q2	$468K	Buy	7,402 +1,098	+17%	+$67.6K	0.05%	50
2021 Q1	$373K	Buy	+6,304	New	+$375K	0.04%	52

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

Wealthcare Capital Management's XT Position: Q2 2026 in Review

Wealthcare Capital Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.39% in Q2 2026, selling an estimated $1.64K and leaving 5,381 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #66.

Wealthcare Capital Management first reported a position in XT in Q1 2021 and has held it in 22 quarters since. The position peaked at $816K in Q4 2023. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Wealthcare Capital Management held 5,381 shares of iShares Future Exponential Technologies ETF worth $445K as of Q2 2026.
Wealthcare Capital Management sold 21 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $1.64K.
iShares Future Exponential Technologies ETF made up 0.04% of Wealthcare Capital Management's portfolio in Q2 2026, its #66 holding.
Wealthcare Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and has held it in 22 quarters since.
Wealthcare Capital Management's iShares Future Exponential Technologies ETF position peaked at $816K in Q4 2023.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.