Wealthcare Advisory Partners’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 | $4.43M | Buy |
108,011
+12,090
| +13% | +$496K | 0.1% | 166 |
|
|
2025
Q1 | $3.02M | Buy |
95,921
+5,864
| +7% | +$184K | 0.08% | 214 |
|
|
2024
Q4 | $3.34M | Buy |
90,057
+6,684
| +8% | +$248K | 0.09% | 181 |
|
|
2024
Q3 | $2.85M | Buy |
83,373
+1,690
| +2% | +$57.9K | 0.08% | 212 |
|
|
2024
Q2 | $2.71M | Buy |
81,683
+958
| +1% | +$31.8K | 0.08% | 197 |
|
|
2024
Q1 | $2.77M | Sell |
80,725
-1,361
| -2% | -$46.8K | 0.09% | 186 |
|
|
2023
Q4 | $2.83M | Sell |
82,086
-6,621
| -7% | -$228K | 0.11% | 150 |
|
|
2023
Q3 | $2.71M | Buy |
88,707
+1,104
| +1% | +$33.7K | 0.12% | 140 |
|
|
2023
Q2 | $2.89M | Sell |
87,603
-6,527
| -7% | -$216K | 0.13% | 139 |
|
|
2023
Q1 | $2.95M | Sell |
94,130
-8,975
| -9% | -$282K | 0.13% | 134 |
|
|
2022
Q4 | $2.63M | Buy |
103,105
+1,783
| +2% | +$45.5K | 0.13% | 138 |
|
|
2022
Q3 | $2.42M | Buy |
101,322
+26,374
| +35% | +$629K | 0.14% | 120 |
|
|
2022
Q2 | $1.98M | Buy |
74,948
+65,817
| +721% | +$1.74M | 0.12% | 117 |
|
|
2022
Q1 | $314K | Sell |
9,131
-657
| -7% | -$22.6K | 0.02% | 404 |
|
|
2021
Q4 | $405K | Sell |
9,788
-629
| -6% | -$26K | 0.02% | 367 |
|
|
2021
Q3 | $441K | Sell |
10,417
-7
| -0.1% | -$296 | 0.03% | 341 |
|
|
2021
Q2 | $468K | Sell |
10,424
-749
| -7% | -$33.6K | 0.03% | 332 |
|
|
2021
Q1 | $482K | Sell |
11,173
-50,383
| -82% | -$2.17M | 0.03% | 296 |
|
|
2020
Q4 | $2.45M | Buy |
61,556
+36,278
| +144% | +$1.45M | 0.22% | 64 |
|
|
2020
Q3 | $828K | Buy |
+25,278
| New | +$828K | 0.09% | 138 |
|