Wealth Enhancement Advisory Services’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 | $3.66M | Buy |
88,504
+40,953
| +86% | +$1.69M | 0.01% | 1047 |
|
|
2025
Q1 | $1.5M | Buy |
47,551
+10,249
| +27% | +$322K | ﹤0.01% | 1390 |
|
|
2024
Q4 | $1.38M | Buy |
37,302
+8,316
| +29% | +$308K | ﹤0.01% | 1363 |
|
|
2024
Q3 | $992K | Buy |
28,986
+339
| +1% | +$11.6K | ﹤0.01% | 1395 |
|
|
2024
Q2 | $951K | Buy |
28,647
+9,051
| +46% | +$300K | ﹤0.01% | 1304 |
|
|
2024
Q1 | $673K | Sell |
19,596
-1,240
| -6% | -$42.6K | ﹤0.01% | 1421 |
|
|
2023
Q4 | $719K | Buy |
20,836
+2,103
| +11% | +$72.6K | ﹤0.01% | 1306 |
|
|
2023
Q3 | $572K | Buy |
+18,733
| New | +$572K | ﹤0.01% | 1355 |
|