Cascade Investment Group’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 | $1.18M | Buy |
28,902
+250
| +0.9% | +$10.3K | 0.83% | 33 |
|
|
2025
Q1 | $901K | Sell |
28,652
-825
| -3% | -$25.9K | 0.69% | 41 |
|
|
2024
Q4 | $1.09M | Sell |
29,477
-500
| -2% | -$18.5K | 0.78% | 37 |
|
|
2024
Q3 | $1.03M | Sell |
29,977
-1,100
| -4% | -$37.7K | 0.75% | 40 |
|
|
2024
Q2 | $1.03M | Buy |
31,077
+1,622
| +6% | +$53.8K | 0.81% | 35 |
|
|
2024
Q1 | $1.01M | Buy |
29,455
+14,595
| +98% | +$501K | 0.76% | 37 |
|
|
2023
Q4 | $513K | Buy |
+14,860
| New | +$513K | 0.41% | 60 |
|