Phillips Financial 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
2025
Q3
$458 Hold
2025
Q2
$410 Hold
2025
Q1
$315 Hold
2024
Q4
$371 Hold
2024
Q3
$342 Hold
2024
Q2
$332 Hold
2024
Q1
$344 Buy