Jones Financial Companies’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	$6.09M	Buy	149,818 +39,528	+36%	+$1.61M	﹤0.01%	452
2025 Q1	$3.5M	Buy	110,290 +86,721	+368%	+$2.75M	﹤0.01%	509
2024 Q4	$874K	Buy	23,569 +16,606	+238%	+$616K	﹤0.01%	790
2024 Q3	$239K	Buy	6,963 +4,339	+165%	+$149K	﹤0.01%	1074
2024 Q2	$87.1K	Buy	+2,624	New	+$87.1K	﹤0.01%	1093