Patriot Financial Group Insurance Agency’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
2025
Q3
Sell
2025
Q2
$764K Buy
2025
Q1
$579K Buy
2022
Q4
Sell
2022
Q3
$315K Sell
2022
Q2
$350K Sell
2022
Q1
$464K Buy
2021
Q4
$283K Buy
2021
Q3
$160K Buy
2021
Q2
$89K Buy