Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.58M | Buy |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $999K | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $923K | Sell |
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|
2024
Q2 | $895K | Sell |
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|
2024
Q1 | $934K | Sell |
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|
2023
Q4 | $957K | Buy |
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|
2023
Q3 | $690K | Buy |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $79K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Buy |
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