Strategic Wealth Investment Group’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	$166K	Buy	+4,053	New	+$166K	0.24%	54
2025 Q1	–	Sell	-60,800	Closed	-$2.25M	–	135
2024 Q4	$2.25M	Sell	60,800 -623	-1%	-$23.1K	0.25%	57
2024 Q3	$2.05M	Buy	61,423 +4,825	+9%	+$161K	0.22%	61
2024 Q2	$1.87M	Buy	+56,598	New	+$1.87M	0.24%	61