IFP Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.86M | Buy |
40,058
+13,748
| +52% | +$690K | 0.04% | 478 |
|
|
2025
Q4 | $1.27M | Buy |
26,310
+6,408
| +32% | +$309K | 0.03% | 563 |
|
|
2025
Q3 | $911K | Sell |
19,902
-276
| -1% | -$11.9K | 0.02% | 638 |
|
|
2025
Q2 | $827K | Buy |
20,178
+18,601
| +1,180% | +$650K | 0.02% | 638 |
|
|
2025
Q1 | $49.6K | Sell |
1,577
-136
| -8% | -$5.04K | ﹤0.01% | 1894 |
|
|
2024
Q4 | $63.5K | Buy |
1,713
+170
| +11% | +$6.18K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $52.8K | Sell |
1,543
-126
| -8% | -$4.18K | ﹤0.01% | 1711 |
|
|
2024
Q2 | $55.4K | Sell |
1,669
-202
| -11% | -$6.74K | ﹤0.01% | 1632 |
|
|
2024
Q1 | $64.3K | Buy |
1,871
+115
| +7% | +$3.87K | ﹤0.01% | 1485 |
|
|
2023
Q4 | $60.6K | Buy |
1,756
+322
| +22% | +$10.2K | ﹤0.01% | 1467 |
|
|
2023
Q3 | $43.8K | Hold |
1,434
| – | – | ﹤0.01% | 1615 |
|
|
2023
Q2 | $47.4K | Buy |
1,434
+11
| +0.8% | +$338 | ﹤0.01% | 1635 |
|
|
2023
Q1 | $33.6K | Sell |
1,423
-749
| -34% | -$22.1K | ﹤0.01% | 1771 |
|
|
2022
Q4 | $54K | Buy |
2,172
+61
| +3% | +$1.53K | ﹤0.01% | 2193 |
|
|
2022
Q3 | $52K | Hold |
2,111
| – | – | ﹤0.01% | 2344 |
|
|
2022
Q2 | $52K | Hold |
2,111
| – | – | ﹤0.01% | 2154 |
|
|
2022
Q1 | $52K | Buy |
2,111
+377
| +22% | +$13.5K | ﹤0.01% | 2154 |
|
|
2021
Q4 | $72K | Buy |
1,734
+940
| +118% | +$41.1K | ﹤0.01% | 1418 |
|
|
2021
Q3 | $33K | Buy |
794
+197
| +33% | +$8.62K | ﹤0.01% | 1765 |
|
|
2021
Q2 | $26K | Sell |
597
-2,725
| -82% | -$118K | ﹤0.01% | 1815 |
|
|
2021
Q1 | $145K | Sell |
3,322
-1,383
| -29% | -$62.4K | ﹤0.01% | 994 |
|
|
2020
Q4 | $187K | Buy |
4,705
+4,131
| +720% | +$150K | 0.01% | 832 |
|
|
2020
Q3 | $20K | Buy |
574
+387
| +207% | +$12.4K | ﹤0.01% | 1659 |
|
|
2020
Q2 | $5K | Buy |
+187
| New | +$4.94K | ﹤0.01% | 2118 |
|
Other funds holding ARTY
HP
WBG
