Trek Financial’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
$5.12M Buy
124,878
+22,429
+22% +$920K 0.34% 83
2025
Q1
$3.22M Buy
+102,449
New +$3.22M 0.23% 105