Mascoma Wealth Management’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	$7.54K	Hold	162	–	–	﹤0.01%	342
2025 Q4	$7.8K	Hold	162	–	–	﹤0.01%	337
2025 Q3	$7.42K	Hold	162	–	–	﹤0.01%	350
2025 Q2	$6.64K	Hold	162	–	–	﹤0.01%	362
2025 Q1	$5.09K	Hold	162	–	–	﹤0.01%	397
2024 Q4	$6K	Hold	162	–	–	﹤0.01%	390
2024 Q3	$5.55K	Hold	162	–	–	﹤0.01%	377
2024 Q2	$5.38K	Sell	162 -243	-60%	-$8.1K	﹤0.01%	404
2024 Q1	$13.9K	Sell	405 -453	-53%	-$15.2K	﹤0.01%	283
2023 Q4	$29.6K	Sell	858 -69	-7%	-$2.19K	0.01%	235
2023 Q3	$28.3K	Hold	927	–	–	0.01%	240
2023 Q2	$30.1K	Hold	927	–	–	0.01%	230
2023 Q1	$27.1K	Hold	927	–	–	0.01%	303
2022 Q4	$23.7K	Hold	927	–	–	0.01%	315
2022 Q3	$22K	Hold	927	–	–	0.01%	320
2022 Q2	$25K	Sell	927 -2,023	-69%	-$59K	0.01%	327
2022 Q1	$101K	Sell	2,950 -172	-6%	-$6.14K	0.03%	182
2021 Q4	$129K	Buy	3,122 +271	+10%	+$11.9K	0.04%	140
2021 Q3	$121K	Buy	+2,851	New	+$125K	0.05%	136
2021 Q2	–	Sell	-2,714	Closed	-$117K	–	444
2021 Q1	$117K	Buy	+2,714	New	+$122K	0.05%	139