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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.82M | Sell |
39,014
-17,500
| -31% | -$878K | ﹤0.01% | 1242 |
|
|
2025
Q4 | $2.72M | Buy |
56,514
+21,909
| +63% | +$1.06M | 0.01% | 1024 |
|
|
2025
Q3 | $1.58M | Buy |
34,605
+1,626
| +5% | +$69.9K | ﹤0.01% | 1193 |
|
|
2025
Q2 | $1.35M | Buy |
32,979
+1,226
| +4% | +$42.9K | ﹤0.01% | 1115 |
|
|
2025
Q1 | $999K | Buy |
31,753
+4,785
| +18% | +$177K | ﹤0.01% | 1127 |
|
|
2024
Q4 | $1M | Buy |
26,968
+17
| +0.1% | +$618 | ﹤0.01% | 1086 |
|
|
2024
Q3 | $923K | Sell |
26,951
-27
| -0.1% | -$896 | ﹤0.01% | 1083 |
|
|
2024
Q2 | $895K | Sell |
26,978
-224
| -0.8% | -$7.47K | ﹤0.01% | 949 |
|
|
2024
Q1 | $934K | Sell |
27,202
-547
| -2% | -$18.4K | ﹤0.01% | 888 |
|
|
2023
Q4 | $957K | Buy |
27,749
+5,158
| +23% | +$163K | 0.01% | 823 |
|
|
2023
Q3 | $690K | Buy |
22,591
+14,425
| +177% | +$466K | ﹤0.01% | 877 |
|
|
2023
Q2 | $270K | Buy |
8,166
+5,657
| +225% | +$174K | ﹤0.01% | 1153 |
|
|
2023
Q1 | $79K | Buy |
+2,509
| New | +$74.1K | ﹤0.01% | 1617 |
|
|
2022
Q1 | – | Sell |
-90
| Closed | -$4K | – | 3922 |
|
|
2021
Q4 | $4K | Buy |
+90
| New | +$3.94K | ﹤0.01% | 2902 |
|
|
2021
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 2484 |
|
|
2021
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 2484 |
|
|
2020
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 2482 |
|
|
2020
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 2482 |
|
|
2020
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 2482 |
|
|
2020
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 2482 |
|
|
2019
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 2480 |
|
|
2019
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 2480 |
|
|
2019
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 2479 |
|
|
2019
Q1 | $4K | Buy |
+90
| New | +$2.1K | ﹤0.01% | 2475 |
|
Other funds holding ARTY
HP
WBG
