Phoenix Wealth Advisors’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
Q2
$959K Sell
2025
Q1
$745K Buy
2024
Q4
$867K Buy
2024
Q3
$800K Buy
2024
Q2
$772K Sell
2024
Q1
$807K Buy
2023
Q4
$404K Buy
2023
Q3
$338K Buy
2023
Q2
$359K Buy