Phillips Financial Management’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
$410 Hold
10
﹤0.01% 279
2025
Q1
$315 Hold
10
﹤0.01% 258
2024
Q4
$371 Hold
10
﹤0.01% 259
2024
Q3
$342 Hold
10
﹤0.01% 276
2024
Q2
$332 Hold
10
﹤0.01% 271
2024
Q1
$344 Buy
+10
New +$344 ﹤0.01% 263