Advisornet Financial’s iShares Future AI & Tech ETF ARTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.6K	Buy	1,281 +240	+23%	+$12K	﹤0.01%	995
2025 Q4	$50.2K	Buy	1,041 +105	+11%	+$5.06K	﹤0.01%	1055
2025 Q3	$42.9K	Buy	936 +240	+34%	+$10.3K	﹤0.01%	1079
2025 Q2	$28.5K	Hold	696	–	–	﹤0.01%	1168
2025 Q1	$21.9K	Hold	696	–	–	﹤0.01%	1162
2024 Q4	$25.8K	Hold	696	–	–	﹤0.01%	1059
2024 Q3	$23.8K	Buy	696 +625	+880%	+$20.8K	﹤0.01%	1136
2024 Q2	$2.36K	Hold	71	–	–	﹤0.01%	1601
2024 Q1	$2.44K	Hold	71	–	–	﹤0.01%	1566
2023 Q4	$2.45K	Hold	71	–	–	﹤0.01%	1655
2023 Q3	$2.17K	Hold	71	–	–	﹤0.01%	1615
2023 Q2	$2.35K	Hold	71	–	–	﹤0.01%	1673
2023 Q1	$2.23K	Buy	+71	New	+$2.1K	﹤0.01%	1676
2022 Q4	–	Sell	-1,066	Closed	-$25K	–	2517
2022 Q3	$25K	Hold	1,066	–	–	﹤0.01%	1046
2022 Q2	$28K	Hold	1,066	–	–	﹤0.01%	1030
2022 Q1	$37K	Sell	1,066 -845	-44%	-$30.2K	﹤0.01%	1068
2021 Q4	$79K	Buy	1,911 +51	+3%	+$2.23K	﹤0.01%	885
2021 Q3	$79K	Buy	+1,860	New	+$81.4K	0.01%	867