Cerity Partners’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 | $919K | Buy |
22,418
+500
| +2% | +$20.5K | ﹤0.01% | 1554 |
|
|
2025
Q1 | $689K | Buy |
21,918
+9,334
| +74% | +$294K | ﹤0.01% | 1591 |
|
|
2024
Q4 | $466K | Sell |
12,584
-38
| -0.3% | -$1.41K | ﹤0.01% | 1804 |
|
|
2024
Q3 | $432K | Sell |
12,622
-1,078
| -8% | -$36.9K | ﹤0.01% | 1853 |
|
|
2024
Q2 | $455K | Buy |
+13,700
| New | +$455K | ﹤0.01% | 1586 |
|
|
2023
Q4 | – | Sell |
-8,213
| Closed | -$251K | – | 1893 |
|
|
2023
Q3 | $251K | Buy |
+8,213
| New | +$251K | ﹤0.01% | 1204 |
|