AWA
ARTY
Arkadios Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
44,860
-199,033
| -82% | -$8.16M | 0.05% | 369 |
|
|
2025
Q1 | $7.67M | Buy |
243,893
+29,909
| +14% | +$941K | 0.29% | 70 |
|
|
2024
Q4 | $7.93M | Buy |
+213,984
| New | +$7.93M | 0.43% | 47 |
|
|
2021
Q4 | – | Sell |
-135
| Closed | -$5K | – | 1824 |
|
|
2021
Q3 | $5K | Hold |
135
| – | – | ﹤0.01% | 1623 |
|
|
2021
Q2 | $6K | Hold |
135
| – | – | ﹤0.01% | 1696 |
|
|
2021
Q1 | $5K | Sell |
135
-150
| -53% | -$5.56K | ﹤0.01% | 1385 |
|
|
2020
Q4 | $11K | Buy |
+285
| New | +$11K | ﹤0.01% | 939 |
|