AWM
ARTY

Abound Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

Abound Wealth Management’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25
Closed -$787 – 1348
2025
Q1 		$787 Buy
+25
New +$927 ﹤0.01% 778

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Abound Wealth Management's ARTY Position: Q2 2025 in Review

Abound Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2025, closing a stake of 25 shares — an estimated $787 sold.

Abound Wealth Management first reported a position in ARTY in Q1 2025 and held it in 1 quarter. The position peaked at $787 in Q1 2025. 234 funds tracked by Wall St. Rank hold ARTY as of Q2 2025.

  • Abound Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Abound Wealth Management sold 25 iShares Future AI & Tech ETF shares in Q2 2025, an estimated $787.
  • Abound Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2025 and held it in 1 quarter.
  • Abound Wealth Management's iShares Future AI & Tech ETF position peaked at $787 in Q1 2025.
  • 234 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.