Center for Financial Planning’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 | $132K | Buy |
3,222
+2,168
| +206% | +$88.9K | 0.02% | 192 |
|
|
2025
Q1 | $33.1K | Buy |
1,054
+25
| +2% | +$786 | ﹤0.01% | 330 |
|
|
2024
Q4 | $38.1K | Hold |
1,029
| – | – | 0.01% | 295 |
|
|
2024
Q3 | $35.2K | Hold |
1,029
| – | – | ﹤0.01% | 289 |
|
|
2024
Q2 | $34.2K | Hold |
1,029
| – | – | ﹤0.01% | 279 |
|
|
2024
Q1 | $35.3K | Hold |
1,029
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $35.5K | Hold |
1,029
| – | – | 0.01% | 258 |
|
|
2023
Q3 | $31.4K | Buy |
+1,029
| New | +$31.4K | 0.01% | 258 |
|