Rockbridge Investment 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 | $286K | Hold |
6,972
| – | – | 0.03% | 115 |
|
|
2025
Q1 | $219K | Hold |
6,972
| – | – | 0.03% | 126 |
|
|
2024
Q4 | $258K | Sell |
6,972
-25
| -0.4% | -$927 | 0.03% | 113 |
|
|
2024
Q3 | $240K | Buy |
+6,997
| New | +$240K | 0.03% | 115 |
|
|
2024
Q1 | – | Sell |
-960
| Closed | -$33.1K | – | 660 |
|
|
2023
Q4 | $33.1K | Buy |
+960
| New | +$33.1K | 0.01% | 278 |
|