PWA
ARTY
Phoenix Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Sell |
23,398
-298
| -1% | -$12.2K | 0.4% | 57 |
|
|
2025
Q1 | $745K | Buy |
23,696
+318
| +1% | +$10K | 0.32% | 63 |
|
|
2024
Q4 | $867K | Buy |
23,378
+20
| +0.1% | +$741 | 0.38% | 51 |
|
|
2024
Q3 | $800K | Buy |
23,358
+111
| +0.5% | +$3.8K | 0.37% | 58 |
|
|
2024
Q2 | $772K | Sell |
23,247
-239
| -1% | -$7.93K | 0.39% | 57 |
|
|
2024
Q1 | $807K | Buy |
23,486
+11,489
| +96% | +$395K | 0.49% | 53 |
|
|
2023
Q4 | $404K | Buy |
11,997
+914
| +8% | +$30.8K | 0.28% | 66 |
|
|
2023
Q3 | $338K | Buy |
11,083
+227
| +2% | +$6.93K | 0.2% | 72 |
|
|
2023
Q2 | $359K | Buy |
+10,856
| New | +$359K | 0.21% | 68 |
|