Wharton Business Group’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 | $39.6M | Buy |
966,302
+113,980
| +13% | +$4.67M | 1.67% | 20 |
|
|
2025
Q1 | $26.8M | Buy |
852,322
+53,655
| +7% | +$1.69M | 1.21% | 22 |
|
|
2024
Q4 | $29.6M | Buy |
798,667
+439,580
| +122% | +$16.3M | 1.34% | 21 |
|
|
2024
Q3 | $12.3M | Buy |
359,087
+113,990
| +47% | +$3.9M | 0.55% | 43 |
|
|
2024
Q2 | $8.14M | Buy |
245,097
+14,640
| +6% | +$486K | 0.42% | 44 |
|
|
2024
Q1 | $7.92M | Buy |
230,457
+24,580
| +12% | +$844K | 0.38% | 44 |
|
|
2023
Q4 | $7.1M | Sell |
205,877
-18,245
| -8% | -$629K | 0.36% | 46 |
|
|
2023
Q3 | $6.85M | Buy |
224,122
+12,510
| +6% | +$382K | 0.38% | 48 |
|
|
2023
Q2 | $6.99M | Sell |
211,612
-21,250
| -9% | -$702K | 0.46% | 40 |
|
|
2023
Q1 | $7.31M | Buy |
232,862
+73,705
| +46% | +$2.31M | 0.44% | 42 |
|
|
2022
Q4 | $4.06M | Sell |
159,157
-63,465
| -29% | -$1.62M | 0.24% | 58 |
|
|
2022
Q3 | $5.31M | Buy |
222,622
+280
| +0.1% | +$6.67K | 0.36% | 48 |
|
|
2022
Q2 | $5.88M | Buy |
222,342
+32,060
| +17% | +$847K | 0.39% | 43 |
|
|
2022
Q1 | $6.54M | Buy |
190,282
+6,130
| +3% | +$211K | 0.4% | 41 |
|
|
2021
Q4 | $7.62M | Buy |
184,152
+14,590
| +9% | +$604K | 0.47% | 39 |
|
|
2021
Q3 | $7.18M | Buy |
169,562
+40,660
| +32% | +$1.72M | 0.73% | 22 |
|
|
2021
Q2 | $5.79M | Buy |
128,902
+27,255
| +27% | +$1.22M | 0.45% | 39 |
|
|
2021
Q1 | $4.39M | Buy |
101,647
+9,915
| +11% | +$428K | 0.34% | 41 |
|
|
2020
Q4 | $3.66M | Buy |
91,732
+950
| +1% | +$37.9K | 0.3% | 44 |
|
|
2020
Q3 | $2.97M | Sell |
90,782
-690
| -0.8% | -$22.6K | 0.27% | 43 |
|
|
2020
Q2 | $2.71M | Buy |
+91,472
| New | +$2.71M | 0.26% | 43 |
|