Wharton Business Group’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 | $13.2M | Buy |
202,875
+132,905
| +190% | +$8.67M | 0.56% | 39 |
|
|
2025
Q1 | $4.03M | Hold |
69,970
| – | – | 0.18% | 54 |
|
|
2024
Q4 | $4.17M | Buy |
69,970
+5,230
| +8% | +$312K | 0.19% | 54 |
|
|
2024
Q3 | $3.94M | Buy |
64,740
+37,470
| +137% | +$2.28M | 0.18% | 60 |
|
|
2024
Q2 | $1.6M | Sell |
27,270
-85
| -0.3% | -$5K | 0.08% | 71 |
|
|
2024
Q1 | $1.63M | Hold |
27,355
| – | – | 0.08% | 71 |
|
|
2023
Q4 | $1.64M | Sell |
27,355
-25
| -0.1% | -$1.5K | 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% | +$574K | 0.11% | 57 |
|
|
2021
Q3 | $1.17M | Buy |
18,695
+12,915
| +223% | +$810K | 0.12% | 36 |
|
|
2021
Q2 | $366K | Buy |
+5,780
| New | +$366K | 0.03% | 95 |
|