Glassman Wealth Services’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 | $91.2K | Hold |
2,224
| – | – | 0.01% | 94 |
|
|
2025
Q1 | $69.9K | Hold |
2,224
| – | – | 0.01% | 99 |
|
|
2024
Q4 | $82.4K | Sell |
2,224
-891
| -29% | -$33K | 0.01% | 93 |
|
|
2024
Q3 | $107K | Hold |
3,115
| – | – | 0.02% | 87 |
|
|
2024
Q2 | $103K | Hold |
3,115
| – | – | 0.02% | 93 |
|
|
2024
Q1 | $107K | Buy |
3,115
+2,224
| +250% | +$76.4K | 0.02% | 88 |
|
|
2023
Q4 | $30.7K | Hold |
891
| – | – | ﹤0.01% | 583 |
|
|
2023
Q3 | $27.2K | Hold |
891
| – | – | ﹤0.01% | 582 |
|
|
2023
Q2 | $29.4K | Hold |
891
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $28K | Hold |
891
| – | – | ﹤0.01% | 548 |
|
|
2022
Q4 | $22.7K | Hold |
891
| – | – | ﹤0.01% | 632 |
|
|
2022
Q3 | $21K | Hold |
891
| – | – | ﹤0.01% | 607 |
|
|
2022
Q2 | $24K | Hold |
891
| – | – | ﹤0.01% | 583 |
|
|
2022
Q1 | $31K | Hold |
891
| – | – | 0.01% | 519 |
|
|
2021
Q4 | $37K | Sell |
891
-1,000
| -53% | -$41.5K | 0.01% | 446 |
|
|
2021
Q3 | $80K | Sell |
1,891
-2,449
| -56% | -$104K | 0.02% | 273 |
|
|
2021
Q2 | $195K | Hold |
4,340
| – | – | 0.04% | 141 |
|
|
2021
Q1 | $187K | Hold |
4,340
| – | – | 0.04% | 147 |
|
|
2020
Q4 | $173K | Hold |
4,340
| – | – | 0.04% | 156 |
|
|
2020
Q3 | $142K | Hold |
4,340
| – | – | 0.04% | 153 |
|
|
2020
Q2 | $128K | Hold |
4,340
| – | – | 0.04% | 148 |
|
|
2020
Q1 | $97K | Hold |
4,340
| – | – | 0.04% | 166 |
|
|
2019
Q4 | $117K | Hold |
4,340
| – | – | 0.04% | 167 |
|
|
2019
Q3 | $106K | Hold |
4,340
| – | – | 0.04% | 156 |
|
|
2019
Q2 | $108K | Hold |
4,340
| – | – | 0.04% | 159 |
|
|
2019
Q1 | $107K | Buy |
+4,340
| New | +$107K | 0.05% | 158 |
|