WFA of San Diego’s iShares Future AI & Tech ETF ARTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Buy |
+300
| New | +$12.3K | 0.01% | 305 |
|
|
2024
Q3 | $13.9K | Hold |
405
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $13.4K | Buy |
+405
| New | +$13.4K | 0.01% | 264 |
|
|
2023
Q3 | $12.4K | Sell |
405
-835
| -67% | -$25.5K | 0.01% | 269 |
|
|
2023
Q2 | $41K | Buy |
+1,240
| New | +$41K | 0.04% | 184 |
|
|
2023
Q1 | – | Sell |
-1,240
| Closed | -$31.7K | – | 451 |
|
|
2022
Q4 | $31.7K | Buy |
+1,240
| New | +$31.7K | 0.02% | 243 |
|
|
2022
Q3 | – | Sell |
-1,240
| Closed | -$33K | – | 414 |
|
|
2022
Q2 | $33K | Buy |
+1,240
| New | +$33K | 0.03% | 190 |
|