AE Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
32,819
+1,286
| +4% | +$52.7K | 0.01% | 642 |
|
|
2025
Q1 | $992K | Buy |
31,533
+21,092
| +202% | +$663K | 0.01% | 703 |
|
|
2024
Q4 | $387K | Sell |
10,441
-2,149
| -17% | -$79.7K | ﹤0.01% | 990 |
|
|
2024
Q3 | $431K | Sell |
12,590
-938
| -7% | -$32.1K | ﹤0.01% | 930 |
|
|
2024
Q2 | $449K | Buy |
13,528
+1,505
| +13% | +$50K | ﹤0.01% | 912 |
|
|
2024
Q1 | $413K | Sell |
12,023
-12,509
| -51% | -$430K | ﹤0.01% | 871 |
|
|
2023
Q4 | $811K | Buy |
24,532
+10,168
| +71% | +$336K | ﹤0.01% | 1230 |
|
|
2023
Q3 | $439K | Buy |
14,364
+8,150
| +131% | +$249K | ﹤0.01% | 1448 |
|
|
2023
Q2 | $205K | Buy |
+6,214
| New | +$205K | ﹤0.01% | 1736 |
|
|
2021
Q3 | – | Sell |
-4,823
| Closed | -$217K | – | 1694 |
|
|
2021
Q2 | $217K | Sell |
4,823
-32,133
| -87% | -$1.45M | ﹤0.01% | 1471 |
|
|
2021
Q1 | $1.59M | Buy |
+36,956
| New | +$1.59M | 0.02% | 628 |
|