CFFP
ARTY

Center for Financial Planning’s iShares Future AI & Tech ETF ARTY Stock Holding History

Center for Financial Planning’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$322K Hold
6,910
– – 0.03% 136
2025
Q4 		$333K Buy
6,910
+2,051
+42% +$98.9K 0.03% 130
2025
Q3 		$222K Buy
4,859
+1,637
+51% +$70.3K 0.02% 163
2025
Q2 		$132K Buy
3,222
+2,168
+206% +$75.8K 0.02% 192
2025
Q1 		$33.1K Buy
1,054
+25
+2% +$927 ﹤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 +$33.2K 0.01% 258

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HP
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