OneDigital Investment Advisors’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 | $1.1M | Sell |
26,929
-1,902
| -7% | -$78K | 0.01% | 606 |
|
|
2025
Q1 | $907K | Buy |
28,831
+13,526
| +88% | +$425K | 0.01% | 635 |
|
|
2024
Q4 | $567K | Sell |
15,305
-2,022
| -12% | -$75K | 0.01% | 841 |
|
|
2024
Q3 | $593K | Hold |
17,327
| – | – | 0.01% | 868 |
|
|
2024
Q2 | $575K | Sell |
17,327
-189
| -1% | -$6.27K | 0.01% | 840 |
|
|
2024
Q1 | $602K | Buy |
+17,516
| New | +$602K | 0.01% | 678 |
|