Concurrent Investment Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
8,812
-118
| -1% | -$4.84K | 0.01% | 971 |
|
|
2025
Q1 | $281K | Buy |
8,930
+1,406
| +19% | +$44.2K | 0.01% | 955 |
|
|
2024
Q4 | $279K | Sell |
7,524
-3,530
| -32% | -$131K | 0.01% | 848 |
|
|
2024
Q3 | $378K | Sell |
11,054
-1
| -0% | -$34 | 0.01% | 692 |
|
|
2024
Q2 | $367K | Sell |
11,055
-2,862
| -21% | -$95K | 0.01% | 667 |
|
|
2024
Q1 | $478K | Buy |
13,917
+824
| +6% | +$28.3K | 0.02% | 560 |
|
|
2023
Q4 | $452K | Buy |
+13,093
| New | +$452K | 0.02% | 511 |
|