Allworth Financial’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 | $93.8K | Buy |
2,287
+369
| +19% | +$15.1K | ﹤0.01% | 1573 |
|
|
2025
Q1 | $61.3K | Buy |
1,918
+930
| +94% | +$29.7K | ﹤0.01% | 1453 |
|
|
2024
Q4 | $40K | Buy |
988
+137
| +16% | +$5.55K | ﹤0.01% | 1688 |
|
|
2024
Q3 | $29.1K | Sell |
851
-298
| -26% | -$10.2K | ﹤0.01% | 1674 |
|
|
2024
Q2 | $38.3K | Buy |
1,149
+299
| +35% | +$9.98K | ﹤0.01% | 1498 |
|
|
2024
Q1 | $29.2K | Buy |
850
+304
| +56% | +$10.4K | ﹤0.01% | 1551 |
|
|
2023
Q4 | $18.8K | Hold |
546
| – | – | ﹤0.01% | 1684 |
|
|
2023
Q3 | $16.7K | Hold |
546
| – | – | ﹤0.01% | 1640 |
|
|
2023
Q2 | $18K | Hold |
546
| – | – | ﹤0.01% | 1601 |
|
|
2023
Q1 | $17.1K | Hold |
546
| – | – | ﹤0.01% | 1551 |
|
|
2022
Q4 | $13.9K | Hold |
546
| – | – | ﹤0.01% | 1562 |
|
|
2022
Q3 | $13K | Hold |
546
| – | – | ﹤0.01% | 1511 |
|
|
2022
Q2 | $14K | Hold |
546
| – | – | ﹤0.01% | 1421 |
|
|
2022
Q1 | $19K | Hold |
546
| – | – | ﹤0.01% | 1290 |
|
|
2021
Q4 | $23K | Sell |
546
-38
| -7% | -$1.6K | ﹤0.01% | 1075 |
|
|
2021
Q3 | $25K | Buy |
584
+38
| +7% | +$1.63K | ﹤0.01% | 964 |
|
|
2021
Q2 | $25K | Hold |
546
| – | – | ﹤0.01% | 796 |
|
|
2021
Q1 | $24K | Hold |
546
| – | – | ﹤0.01% | 747 |
|
|
2020
Q4 | $22K | Hold |
546
| – | – | ﹤0.01% | 658 |
|
|
2020
Q3 | $18K | Hold |
546
| – | – | ﹤0.01% | 595 |
|
|
2020
Q2 | $16K | Hold |
546
| – | – | ﹤0.01% | 635 |
|
|
2020
Q1 | $12K | Hold |
546
| – | – | ﹤0.01% | 673 |
|
|
2019
Q4 | $15K | Buy |
+546
| New | +$15K | ﹤0.01% | 580 |
|