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

Western 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	$433K	Sell	5,238 -372	-7%	-$29K	0.01%	719
2026 Q1	$382K	Buy	5,610 +587	+12%	+$41.7K	0.01%	713
2025 Q4	$350K	Buy	+5,023	New	+$368K	0.02%	616

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

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

Western Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 6.6% in Q2 2026, selling an estimated $29K and leaving 5,238 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #719.

Western Wealth Management first reported a position in XT in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Western Wealth Management held 5,238 shares of iShares Future Exponential Technologies ETF worth $433K as of Q2 2026.
Western Wealth Management sold 372 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $29K.
iShares Future Exponential Technologies ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #719 holding.
Western Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2025 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.