HB Wealth 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
$325K Sell
7,920
-1,584
-17% -$65K ﹤0.01% 892
2025
Q1
$299K Buy
+9,504
New +$299K ﹤0.01% 952
2022
Q1
Sell
-5,066
Closed -$210K 622
2021
Q4
$210K Buy
+5,066
New +$210K ﹤0.01% 480