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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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