Global Retirement Partners’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 | $252K | Buy |
+6,142
| New | +$252K | 0.01% | 979 |
|
|
2024
Q4 | $99.4K | Buy |
2,681
+351
| +15% | +$13K | ﹤0.01% | 1272 |
|
|
2024
Q3 | $79.8K | Buy |
2,330
+200
| +9% | +$6.85K | ﹤0.01% | 1342 |
|
|
2024
Q2 | $70.7K | Buy |
2,130
+150
| +8% | +$4.98K | ﹤0.01% | 1354 |
|
|
2024
Q1 | $68K | Buy |
1,980
+20
| +1% | +$687 | ﹤0.01% | 1259 |
|
|
2023
Q4 | $64.1K | Buy |
1,960
+500
| +34% | +$16.4K | ﹤0.01% | 1251 |
|
|
2023
Q3 | $43.9K | Buy |
+1,460
| New | +$43.9K | ﹤0.01% | 1338 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | – | – | 1741 |
|
|
2020
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1700 |
|
|
2019
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1717 |
|