Steward Partners Investment Advisory’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
2026 Q1	$1.65M	Buy	35,539 +17,688	+99%	+$888K	0.01%	931
2025 Q4	$860K	Buy	17,851 +3,031	+20%	+$146K	﹤0.01%	1142
2025 Q3	$678K	Buy	14,820 +379	+3%	+$16.3K	﹤0.01%	1231
2025 Q2	$592K	Buy	14,441 +5,671	+65%	+$198K	﹤0.01%	1213
2025 Q1	$276K	Buy	8,770 +3,298	+60%	+$122K	﹤0.01%	1487
2024 Q4	$203K	Buy	5,472 +2,196	+67%	+$79.8K	﹤0.01%	1603
2024 Q3	$112K	Sell	3,276 -1	-0%	-$33	﹤0.01%	1819
2024 Q2	$109K	Buy	3,277 +94	+3%	+$3.13K	﹤0.01%	1738
2024 Q1	$109K	Buy	3,183 +977	+44%	+$32.9K	﹤0.01%	1722
2023 Q4	$76.1K	Buy	2,206 +101	+5%	+$3.2K	﹤0.01%	1803
2023 Q3	$64.3K	Buy	2,105 +40	+2%	+$1.29K	﹤0.01%	1786
2023 Q2	$68.2K	Buy	2,065 +1,995	+2,850%	+$61.3K	﹤0.01%	1753
2023 Q1	$2.2K	Buy	+70	New	+$2.07K	﹤0.01%	2998
2022 Q3	–	Sell	-20,332	Closed	-$537K	–	3411
2022 Q2	$537K	Sell	20,332 -37,251	-65%	-$1.09M	0.01%	829
2022 Q1	$1.98M	Buy	+57,583	New	+$2.06M	0.03%	477