Kestra 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 | $2.6M | Buy |
63,336
+26,826
| +73% | +$1.1M | 0.01% | 941 |
|
|
2025
Q1 | $1.15M | Buy |
36,510
+10,539
| +41% | +$331K | 0.01% | 1311 |
|
|
2024
Q4 | $963K | Buy |
25,971
+3,182
| +14% | +$118K | 0.01% | 1441 |
|
|
2024
Q3 | $780K | Sell |
22,789
-1,483
| -6% | -$50.8K | ﹤0.01% | 1481 |
|
|
2024
Q2 | $806K | Buy |
24,272
+2,509
| +12% | +$83.3K | ﹤0.01% | 1460 |
|
|
2024
Q1 | $748K | Buy |
21,763
+8,643
| +66% | +$297K | 0.01% | 1419 |
|
|
2023
Q4 | $453K | Buy |
13,120
+484
| +4% | +$16.7K | ﹤0.01% | 1583 |
|
|
2023
Q3 | $386K | Buy |
12,636
+4,770
| +61% | +$146K | ﹤0.01% | 1510 |
|
|
2023
Q2 | $260K | Sell |
7,866
-4,218
| -35% | -$139K | ﹤0.01% | 1724 |
|
|
2023
Q1 | $379K | Sell |
12,084
-3,756
| -24% | -$118K | ﹤0.01% | 1432 |
|
|
2022
Q4 | $404K | Sell |
15,840
-9,787
| -38% | -$250K | ﹤0.01% | 1535 |
|
|
2022
Q3 | $611K | Buy |
25,627
+845
| +3% | +$20.1K | 0.01% | 1206 |
|
|
2022
Q2 | $655K | Sell |
24,782
-1,173
| -5% | -$31K | 0.01% | 1166 |
|
|
2022
Q1 | $892K | Buy |
25,955
+3,176
| +14% | +$109K | 0.01% | 1015 |
|
|
2021
Q4 | $943K | Buy |
22,779
+9,472
| +71% | +$392K | 0.01% | 1014 |
|
|
2021
Q3 | $564K | Buy |
13,307
+4,181
| +46% | +$177K | 0.01% | 1322 |
|
|
2021
Q2 | $410K | Buy |
9,126
+351
| +4% | +$15.8K | ﹤0.01% | 1390 |
|
|
2021
Q1 | $379K | Sell |
8,775
-10,730
| -55% | -$463K | ﹤0.01% | 1334 |
|
|
2020
Q4 | $780K | Buy |
+19,505
| New | +$780K | 0.01% | 984 |
|