LPL Financial’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	$59.2M	Buy	1,272,742 +160,045	+14%	+$8.03M	0.02%	835
2025 Q4	$53.6M	Buy	1,112,697 +131,297	+13%	+$6.33M	0.01%	842
2025 Q3	$44.9M	Buy	981,400 +437,721	+81%	+$18.8M	0.01%	899
2025 Q2	$22.3M	Sell	543,679 -99,911	-16%	-$3.49M	0.01%	1190
2025 Q1	$20.2M	Buy	643,590 +292,295	+83%	+$10.8M	0.01%	1147
2024 Q4	$13M	Buy	351,295 +20,353	+6%	+$740K	0.01%	1352
2024 Q3	$11.3M	Sell	330,942 -19,297	-6%	-$641K	0.01%	1383
2024 Q2	$11.6M	Buy	350,239 +16,226	+5%	+$541K	0.01%	1279
2024 Q1	$11.5M	Buy	334,013 +21,889	+7%	+$736K	0.01%	1245
2023 Q4	$10.8M	Buy	312,124 +45,248	+17%	+$1.43M	0.01%	1204
2023 Q3	$8.15M	Buy	266,876 +43,567	+20%	+$1.41M	0.01%	1289
2023 Q2	$7.38M	Buy	223,309 +51,661	+30%	+$1.59M	0.01%	1324
2023 Q1	$5.39M	Buy	171,648 +84,467	+97%	+$2.49M	﹤0.01%	1458
2022 Q4	$2.23M	Buy	87,181 +2,308	+3%	+$58.1K	﹤0.01%	1995
2022 Q3	$2.02M	Sell	84,873 -3,967	-4%	-$109K	﹤0.01%	1976
2022 Q2	$2.35M	Buy	88,840 +3,398	+4%	+$99.2K	﹤0.01%	1907
2022 Q1	$2.94M	Sell	85,442 -3,252	-4%	-$116K	﹤0.01%	1776
2021 Q4	$3.67M	Buy	88,694 +9,751	+12%	+$427K	﹤0.01%	1658
2021 Q3	$3.34M	Buy	78,943 +8,044	+11%	+$352K	﹤0.01%	1670
2021 Q2	$3.18M	Buy	70,899 +14,365	+25%	+$620K	﹤0.01%	1648
2021 Q1	$2.44M	Buy	56,534 +31,120	+122%	+$1.4M	﹤0.01%	1704
2020 Q4	$1.01M	Buy	25,414 +5,261	+26%	+$191K	﹤0.01%	2170
2020 Q3	$660K	Buy	20,153 +8,509	+73%	+$273K	﹤0.01%	2243
2020 Q2	$344K	Buy	+11,644	New	+$308K	﹤0.01%	2728