Fiduciary Financial Group’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
$499K Buy
12,335
+2,202
+22% +$89K 0.09% 138
2025
Q1
$303K Buy
10,133
+160
+2% +$4.79K 0.07% 189
2024
Q4
$377K Sell
9,973
-2,932
-23% -$111K 0.08% 145
2024
Q3
$451K Buy
12,905
+83
+0.6% +$2.9K 0.1% 117
2024
Q2
$448K Buy
+12,822
New +$448K 0.11% 110