CWP
ARTY

Concord Wealth Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Concord Wealth Partners’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 		– Sell
-2,419
Closed -$117K – 825
2025
Q4 		$117K Hold
2,419
– – 0.02% 241
2025
Q3 		$111K Hold
2,419
– – 0.02% 250
2025
Q2 		$99.2K Hold
2,419
– – 0.01% 268
2025
Q1 		$76.1K Hold
2,419
– – 0.01% 272
2024
Q4 		$89.7K Hold
2,419
– – 0.01% 261
2024
Q3 		$82.8K Hold
2,419
– – 0.01% 274
2024
Q2 		$80.3K Hold
2,419
– – 0.01% 260
2024
Q1 		$83.1K Hold
2,419
– – 0.02% 287
2023
Q4 		$83.5K Hold
2,419
– – 0.02% 295
2023
Q3 		$73.9K Buy
+2,419
New +$78.1K 0.02% 322

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