Evermay Wealth Management’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	$9.31K	Hold	200	–	–	﹤0.01%	468
2025 Q4	$9.64K	Hold	200	–	–	﹤0.01%	452
2025 Q3	$9.16K	Hold	200	–	–	﹤0.01%	451
2025 Q2	$8.2K	Hold	200	–	–	﹤0.01%	458
2025 Q1	$6.29K	Sell	200 -350	-64%	-$13K	﹤0.01%	474
2024 Q4	$20.4K	Sell	550 -150	-21%	-$5.45K	﹤0.01%	381
2024 Q3	$24K	Hold	700	–	–	﹤0.01%	386
2024 Q2	$23.2K	Hold	700	–	–	﹤0.01%	398
2024 Q1	$24K	Hold	700	–	–	﹤0.01%	405
2023 Q4	$24.1K	Hold	700	–	–	﹤0.01%	382
2023 Q3	$21.4K	Hold	700	–	–	﹤0.01%	373
2023 Q2	$23.1K	Hold	700	–	–	﹤0.01%	368
2023 Q1	$22K	Hold	700	–	–	﹤0.01%	361
2022 Q4	$17.9K	Hold	700	–	–	﹤0.01%	374
2022 Q3	$17K	Hold	700	–	–	﹤0.01%	358
2022 Q2	$19K	Hold	700	–	–	﹤0.01%	346
2022 Q1	$24K	Hold	700	–	–	﹤0.01%	355
2021 Q4	$29K	Hold	700	–	–	0.01%	330
2021 Q3	$30K	Hold	700	–	–	0.01%	312
2021 Q2	$31K	Buy	+700	New	+$30.2K	0.01%	327