Wharton Business Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wharton Business Group’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	$16.8M	Hold	202,875	–	–	0.56%	41
2026 Q1	$13.8M	Hold	202,875	–	–	0.52%	41
2025 Q4	$14.1M	Hold	202,875	–	–	0.54%	39
2025 Q3	$14.6M	Hold	202,875	–	–	0.64%	36
2025 Q2	$13.2M	Buy	202,875 +132,905	+190%	+$7.93M	0.56%	39
2025 Q1	$4.03M	Hold	69,970	–	–	0.18%	54
2024 Q4	$4.17M	Buy	69,970 +5,230	+8%	+$318K	0.19%	54
2024 Q3	$3.94M	Buy	64,740 +37,470	+137%	+$2.2M	0.18%	60
2024 Q2	$1.6M	Sell	27,270 -85	-0.3%	-$4.94K	0.08%	71
2024 Q1	$1.63M	Hold	27,355	–	–	0.08%	71
2023 Q4	$1.64M	Sell	27,355 -25	-0.1%	-$1.35K	0.08%	71
2023 Q3	$1.43M	Hold	27,380	–	–	0.08%	74
2023 Q2	$1.52M	Hold	27,380	–	–	0.1%	67
2023 Q1	$1.44M	Hold	27,380	–	–	0.09%	70
2022 Q4	$1.3M	Hold	27,380	–	–	0.08%	73
2022 Q3	$1.22M	Hold	27,380	–	–	0.08%	71
2022 Q2	$1.31M	Hold	27,380	–	–	0.09%	70
2022 Q1	$1.62M	Hold	27,380	–	–	0.1%	64
2021 Q4	$1.81M	Buy	27,380 +8,685	+46%	+$566K	0.11%	57
2021 Q3	$1.17M	Buy	18,695 +12,915	+223%	+$832K	0.12%	36
2021 Q2	$366K	Buy	+5,780	New	+$356K	0.03%	95

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

Wharton Business Group's XT Position: Q2 2026 in Review

Wharton Business Group held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 202,875 shares worth $16.8M. The position accounts for 0.56% of the portfolio, ranked #41.

Wharton Business Group first reported a position in XT in Q2 2021 and has held it in 21 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Wharton Business Group held 202,875 shares of iShares Future Exponential Technologies ETF worth $16.8M as of Q2 2026.
Wharton Business Group left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.56% of Wharton Business Group's portfolio in Q2 2026, its #41 holding.
Wharton Business Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2021 and has held it in 21 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.