H&H Retirement Design & Management’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 | $1.21M | Buy |
28,568
+1,784
| +7% | +$75.4K | 0.66% | 31 |
|
|
2025
Q1 | $776K | Sell |
26,784
-60
| -0.2% | -$1.74K | 0.52% | 41 |
|
|
2024
Q4 | $1.04M | Sell |
26,844
-4,090
| -13% | -$159K | 0.63% | 35 |
|
|
2024
Q3 | $1.1M | Buy |
30,934
+1,712
| +6% | +$60.7K | 0.65% | 38 |
|
|
2024
Q2 | $991K | Buy |
29,222
+3,273
| +13% | +$111K | 0.61% | 40 |
|
|
2024
Q1 | $827K | Sell |
25,949
-530
| -2% | -$16.9K | 0.55% | 44 |
|
|
2023
Q4 | $884K | Buy |
26,479
+687
| +3% | +$22.9K | 0.56% | 35 |
|
|
2023
Q3 | $780K | Buy |
25,792
+272
| +1% | +$8.23K | 0.54% | 29 |
|
|
2023
Q2 | $897K | Sell |
25,520
-327
| -1% | -$11.5K | 0.6% | 30 |
|
|
2023
Q1 | $788K | Buy |
+25,847
| New | +$788K | 0.5% | 30 |
|