Waddell & Associates’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 | $1.26M | Hold |
30,735
| – | – | 0.13% | 50 |
|
|
2025
Q1 | $967K | Buy |
30,735
+25
| +0.1% | +$786 | 0.12% | 54 |
|
|
2024
Q4 | $1.14M | Hold |
30,710
| – | – | 0.12% | 48 |
|
|
2024
Q3 | $1.05M | Buy |
30,710
+3,016
| +11% | +$103K | 0.13% | 50 |
|
|
2024
Q2 | $919K | Sell |
27,694
-397
| -1% | -$13.2K | 0.12% | 50 |
|
|
2024
Q1 | $965K | Hold |
28,091
| – | – | 0.13% | 49 |
|
|
2023
Q4 | $969K | Buy |
28,091
+13,670
| +95% | +$472K | 0.13% | 47 |
|
|
2023
Q3 | $440K | Buy |
14,421
+7,815
| +118% | +$239K | 0.06% | 91 |
|
|
2023
Q2 | $218K | Buy |
+6,606
| New | +$218K | 0.03% | 158 |
|