Integrated Wealth Concepts’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 | $210K | Buy |
+5,131
| New | +$210K | ﹤0.01% | 1745 |
|
|
2024
Q4 | – | Sell |
-8,242
| Closed | -$282K | – | 1794 |
|
|
2024
Q3 | $282K | Sell |
8,242
-1,206
| -13% | -$41.3K | ﹤0.01% | 1381 |
|
|
2024
Q2 | $314K | Buy |
9,448
+708
| +8% | +$23.5K | ﹤0.01% | 1293 |
|
|
2024
Q1 | $300K | Sell |
8,740
-321
| -4% | -$11K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $313K | Sell |
9,061
-912
| -9% | -$31.5K | 0.01% | 1242 |
|
|
2023
Q3 | $305K | Buy |
+9,973
| New | +$305K | 0.01% | 1222 |
|