Insigneo Advisory 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 | $496K | Sell |
12,107
-15,509
| -56% | -$636K | 0.04% | 346 |
|
|
2025
Q1 | $869K | Buy |
27,616
+14,402
| +109% | +$453K | 0.09% | 188 |
|
|
2024
Q4 | $490K | Hold |
13,214
| – | – | 0.05% | 302 |
|
|
2024
Q3 | $452K | Hold |
13,214
| – | – | 0.05% | 335 |
|
|
2024
Q2 | $398K | Sell |
13,214
-2,458
| -16% | -$74K | 0.04% | 343 |
|
|
2024
Q1 | $538K | Buy |
15,672
+3,150
| +25% | +$108K | 0.06% | 253 |
|
|
2023
Q4 | $432K | Hold |
12,522
| – | – | 0.06% | 263 |
|
|
2023
Q3 | $382K | Buy |
12,522
+213
| +2% | +$6.51K | 0.08% | 234 |
|
|
2023
Q2 | $407K | Buy |
12,309
+3,309
| +37% | +$109K | 0.08% | 232 |
|
|
2023
Q1 | $282K | Buy |
+9,000
| New | +$282K | 0.09% | 214 |
|