Wealth Enhancement Advisory Services’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
$948K Sell
19,869
-11,348
-36% -$570K ﹤0.01% 1840
2025
Q4
$1.59M Sell
31,217
-50,680
-62% -$2.44M ﹤0.01% 1659
2025
Q3
$3.93M Sell
81,897
-6,607
-7% -$284K 0.01% 1075
2025
Q2
$3.66M Buy
88,504
+40,953
+86% +$1.43M 0.01% 1049
2025
Q1
$1.5M Buy
47,551
+10,249
+27% +$380K ﹤0.01% 1393
2024
Q4
$1.38M Buy
37,302
+8,316
+29% +$302K ﹤0.01% 1370
2024
Q3
$992K Buy
28,986
+339
+1% +$11.3K ﹤0.01% 1404
2024
Q2
$951K Buy
28,647
+9,051
+46% +$302K ﹤0.01% 1305
2024
Q1
$673K Sell
19,596
-1,240
-6% -$41.7K ﹤0.01% 1421
2023
Q4
$719K Buy
20,836
+2,103
+11% +$66.6K ﹤0.01% 1308
2023
Q3
$572K Buy
+18,733
New +$605K ﹤0.01% 1357

Other funds holding ARTY