Creative Planning’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 | $2.78M | Buy |
67,888
+209
| +0.3% | +$8.57K | ﹤0.01% | 1081 |
|
|
2025
Q1 | $2.13M | Sell |
67,679
-2,237
| -3% | -$70.4K | ﹤0.01% | 1129 |
|
|
2024
Q4 | $2.59M | Buy |
69,916
+18,979
| +37% | +$704K | ﹤0.01% | 976 |
|
|
2024
Q3 | $1.74M | Buy |
50,937
+178
| +0.4% | +$6.1K | ﹤0.01% | 1152 |
|
|
2024
Q2 | $1.68M | Sell |
50,759
-1,922
| -4% | -$63.8K | ﹤0.01% | 1077 |
|
|
2024
Q1 | $1.81M | Buy |
52,681
+5,301
| +11% | +$182K | ﹤0.01% | 1007 |
|
|
2023
Q4 | $1.63M | Buy |
47,380
+5,480
| +13% | +$189K | ﹤0.01% | 992 |
|
|
2023
Q3 | $1.28M | Buy |
41,900
+17,336
| +71% | +$529K | ﹤0.01% | 1049 |
|
|
2023
Q2 | $812K | Buy |
24,564
+5,877
| +31% | +$194K | ﹤0.01% | 1240 |
|
|
2023
Q1 | $586K | Sell |
18,687
-451
| -2% | -$14.2K | ﹤0.01% | 1363 |
|
|
2022
Q4 | $489K | Buy |
19,138
+3,578
| +23% | +$91.3K | ﹤0.01% | 1437 |
|
|
2022
Q3 | $371K | Sell |
15,560
-425
| -3% | -$10.1K | ﹤0.01% | 1512 |
|
|
2022
Q2 | $422K | Buy |
15,985
+70
| +0.4% | +$1.85K | ﹤0.01% | 1404 |
|
|
2022
Q1 | $547K | Buy |
15,915
+50
| +0.3% | +$1.72K | ﹤0.01% | 1276 |
|
|
2021
Q4 | $656K | Buy |
15,865
+504
| +3% | +$20.8K | ﹤0.01% | 1160 |
|
|
2021
Q3 | $651K | Buy |
15,361
+1,012
| +7% | +$42.9K | ﹤0.01% | 1156 |
|
|
2021
Q2 | $644K | Buy |
14,349
+611
| +4% | +$27.4K | ﹤0.01% | 1137 |
|
|
2021
Q1 | $593K | Buy |
13,738
+1,413
| +11% | +$61K | ﹤0.01% | 1293 |
|
|
2020
Q4 | $491K | Buy |
12,325
+1,639
| +15% | +$65.3K | ﹤0.01% | 1302 |
|
|
2020
Q3 | $350K | Buy |
10,686
+654
| +7% | +$21.4K | ﹤0.01% | 1306 |
|
|
2020
Q2 | $297K | Buy |
+10,032
| New | +$297K | ﹤0.01% | 1296 |
|
|
2020
Q1 | – | Sell |
-7,537
| Closed | -$203K | – | 1935 |
|
|
2019
Q4 | $203K | Buy |
+7,537
| New | +$203K | ﹤0.01% | 1621 |
|