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Ishares Tr Exponential Technologies Etf shares owned by Sweeney & Michel

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Sweeney & Michel from 13F filings

Historical chart of Sweeney & Michel investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Sweeney & Michel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Exponential Technologies Etf by Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 31k 71.46
2025-06-30 $2.0M 30k 65.52
2025-03-31 $1.4M 28k 49.86
2024-09-30 $2.2M 36k 60.97
2024-06-30 $2.1M 36k 59.57
2024-03-31 $2.1M 36k 58.80
2023-09-30 $1.8M 35k 51.80
2023-06-30 $1.4M 25k 55.36
2023-03-31 $1.4M 25k 54.80

More positions owned by Sweeney & Michel

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Capital Group International SHS (CGIE)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Sweeney & Michel

Top funds holding Ishares Tr Exponential Technologies Etf

Financial Engines Advisors L.L.C
LPL Financial
Ameriprise Financial
Baird Financial
UBS Group
Morgan Stanley
Commonwealth Equity Services
Wealthcare Advisory Partners
Raymond James Financial
Wharton Business Group
New England Private Wealth Advisors
CWM
Fundamentun
Dynamic Advisors Solutions
Mariner Wealth Advisors

View all funds holding Ishares Tr Exponential Technologies Etf