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Ishares Tr Exponential Technologies Etf shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Retirement Planning Group 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 3.0k 69.74
2022-03-31 $20M 337k 59.04
2021-12-31 $114M 1.7M 66.07
2021-09-30 $107M 1.7M 62.74
2021-06-30 $102M 1.6M 63.25
2021-03-31 $88M 1.5M 59.22
2020-12-31 $86M 1.5M 57.24
2020-09-30 $75M 1.6M 48.58
2020-06-30 $40M 904k 44.52

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Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Costco Wholesale Corporation (COST)

View all positions for Retirement Planning Group

Top funds holding Ishares Tr Exponential Technologies Etf

Financial Engines Advisors L.L.C
LPL Financial
Ameriprise Financial
Baird Financial
Commonwealth Equity Services
Wealthcare Advisory Partners
UBS Group
New England Private Wealth Advisors
Raymond James Financial
Wharton Business Group
CWM
Fundamentun
Bsc Private Wealth Management
Mariner Wealth Advisors
CFS Investment Advisory Services

View all funds holding Ishares Tr Exponential Technologies Etf