Commonwealth Equity Services’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	$3.95M	Sell	84,863 -2,139	-2%	-$107K	0.01%	1507
2025 Q4	$4.19M	Sell	87,002 -9,119	-9%	-$440K	0.01%	1453
2025 Q3	$4.4M	Buy	96,121 +1,089	+1%	+$46.8K	0.01%	1441
2025 Q2	$3.9M	Sell	95,032 -18,255	-16%	-$638K	0.01%	1495
2025 Q1	$3.56M	Buy	113,287 +33,604	+42%	+$1.25M	0.01%	1511
2024 Q4	$2.95M	Sell	79,683 -8,897	-10%	-$323K	﹤0.01%	1588
2024 Q3	$3.03M	Sell	88,580 -134,755	-60%	-$4.47M	﹤0.01%	1561
2024 Q2	$7.41M	Buy	223,335 +8,510	+4%	+$284K	0.01%	959
2024 Q1	$7.38M	Buy	214,825 +15,505	+8%	+$522K	0.01%	940
2023 Q4	$6.88M	Buy	199,320 +9,822	+5%	+$311K	0.01%	919
2023 Q3	$5.79M	Buy	189,498 +12,497	+7%	+$403K	0.01%	960
2023 Q2	$5.85M	Buy	177,001 +14,976	+9%	+$460K	0.01%	948
2023 Q1	$5.08K	Buy	162,025 +47,774	+42%	+$1.41M	0.01%	997
2022 Q4	$2.92M	Sell	114,251 -16,127	-12%	-$406K	0.01%	1251
2022 Q3	$3.11M	Buy	130,378 +18,289	+16%	+$500K	0.01%	1153
2022 Q2	$2.96M	Sell	112,089 -4,077	-4%	-$119K	0.01%	1186
2022 Q1	$3.99M	Buy	116,166 +54,707	+89%	+$1.95M	0.01%	1078
2021 Q4	$2.54M	Buy	61,459 +28,551	+87%	+$1.25M	0.01%	1343
2021 Q3	$1.39M	Sell	32,908 -2,492	-7%	-$109K	﹤0.01%	1676
2021 Q2	$1.59M	Buy	35,400 +3,762	+12%	+$162K	﹤0.01%	1585
2021 Q1	$1.36M	Buy	31,638 +8,949	+39%	+$404K	﹤0.01%	1582
2020 Q4	$903K	Buy	22,689 +10,471	+86%	+$381K	﹤0.01%	1712
2020 Q3	$400K	Sell	12,218 -3,334	-21%	-$107K	﹤0.01%	2129
2020 Q2	$459K	Buy	+15,552	New	+$411K	﹤0.01%	1945