Stifel Financial’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	$2.77M	Buy	59,476 +1,662	+3%	+$83.4K	﹤0.01%	1725
2025 Q4	$2.79M	Buy	57,814 +7,578	+15%	+$365K	﹤0.01%	1707
2025 Q3	$2.3M	Buy	50,236 +20,015	+66%	+$860K	﹤0.01%	1819
2025 Q2	$1.24M	Sell	30,221 -22,176	-42%	-$775K	﹤0.01%	2186
2025 Q1	$1.65M	Buy	52,397 +1,737	+3%	+$64.4K	﹤0.01%	1893
2024 Q4	$1.88M	Buy	50,660 +1,155	+2%	+$42K	﹤0.01%	1823
2024 Q3	$1.7M	Sell	49,505 -1,709	-3%	-$56.7K	﹤0.01%	1879
2024 Q2	$1.7M	Buy	51,214 +28,689	+127%	+$957K	﹤0.01%	1833
2024 Q1	$774K	Buy	22,525 +15,060	+202%	+$507K	﹤0.01%	2345
2023 Q4	$258K	Buy	+7,465	New	+$236K	﹤0.01%	2927
2022 Q2	–	Sell	-51,155	Closed	-$1.76M	–	3481
2022 Q1	$1.76M	Buy	51,155 +4,507	+10%	+$161K	﹤0.01%	1709
2021 Q4	$1.93M	Sell	46,648 -1,447	-3%	-$63.3K	﹤0.01%	1645
2021 Q3	$2.04M	Buy	48,095 +2,375	+5%	+$104K	﹤0.01%	1563
2021 Q2	$2.05M	Buy	45,720 +2,034	+5%	+$87.8K	﹤0.01%	1596
2021 Q1	$1.89M	Buy	43,686 +11,849	+37%	+$535K	﹤0.01%	1561
2020 Q4	$1.27M	Sell	31,837 -800	-2%	-$29.1K	﹤0.01%	1679
2020 Q3	$1.07M	Buy	32,637 +9,934	+44%	+$319K	﹤0.01%	1585
2020 Q2	$671K	Buy	+22,703	New	+$600K	﹤0.01%	1825