WFA
ARTY

WMG Financial Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

WMG Financial Advisors’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,540
Closed -$225K – 173
2024
Q1 		$225K Sell
6,540
-115
-2% -$3.95K 0.13% 126
2023
Q4 		$230K Buy
6,655
+48
+0.7% +$1.66K 0.15% 102
2023
Q3 		$202K Buy
6,607
+85
+1% +$2.6K 0.17% 95
2023
Q2 		$215K Buy
+6,522
New +$215K 0.16% 109