Steward Partners Investment Advisory’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 | $592K | Buy |
14,441
+5,671
| +65% | +$233K | ﹤0.01% | 1213 |
|
|
2025
Q1 | $276K | Buy |
8,770
+3,298
| +60% | +$104K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $203K | Buy |
5,472
+2,196
| +67% | +$81.4K | ﹤0.01% | 1603 |
|
|
2024
Q3 | $112K | Sell |
3,276
-1
| -0% | -$34 | ﹤0.01% | 1819 |
|
|
2024
Q2 | $109K | Buy |
3,277
+94
| +3% | +$3.12K | ﹤0.01% | 1738 |
|
|
2024
Q1 | $109K | Buy |
3,183
+977
| +44% | +$33.6K | ﹤0.01% | 1722 |
|
|
2023
Q4 | $76.1K | Buy |
2,206
+101
| +5% | +$3.48K | ﹤0.01% | 1803 |
|
|
2023
Q3 | $64.3K | Buy |
2,105
+40
| +2% | +$1.22K | ﹤0.01% | 1786 |
|
|
2023
Q2 | $68.2K | Buy |
2,065
+1,995
| +2,850% | +$65.9K | ﹤0.01% | 1753 |
|
|
2023
Q1 | $2.2K | Buy |
+70
| New | +$2.2K | ﹤0.01% | 2998 |
|
|
2022
Q3 | – | Sell |
-20,332
| Closed | -$537K | – | 3411 |
|
|
2022
Q2 | $537K | Sell |
20,332
-37,251
| -65% | -$984K | 0.01% | 829 |
|
|
2022
Q1 | $1.98M | Buy |
+57,583
| New | +$1.98M | 0.03% | 477 |
|