ASN
ARTY

Advisory Services Network’s iShares Future AI & Tech ETF ARTY Stock Holding History

Advisory Services Network’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
2026
Q1 		$318K Buy
6,834
+133
+2% +$6.67K ﹤0.01% 1553
2025
Q4 		$323K Buy
6,701
+517
+8% +$24.9K ﹤0.01% 1439
2025
Q3 		$283K Sell
6,184
-93
-1% -$4K ﹤0.01% 1499
2025
Q2 		$273K Sell
6,277
-2,728
-30% -$95.4K ﹤0.01% 1472
2025
Q1 		$283K Buy
+9,005
New +$334K 0.01% 1336
2024
Q1 		– Sell
-1,174
Closed -$40.5K – 3752
2023
Q4 		$40.5K Buy
+1,174
New +$37.2K ﹤0.01% 2127
2023
Q2 		– Sell
-969
Closed -$30.4K – 3751
2023
Q1 		$30.4K Buy
969
+105
+12% +$3.1K ﹤0.01% 2290
2022
Q4 		$22.1K Buy
+864
New +$21.7K ﹤0.01% 2415
2021
Q3 		– Sell
-188
Closed -$8K – 3290
2021
Q2 		$8K Buy
+188
New +$8.12K ﹤0.01% 2918
2020
Q1 		– Sell
-151
Closed -$4K – 3329
2019
Q4 		$4K Hold
151
– – ﹤0.01% 2706
2019
Q3 		$4K Hold
151
– – ﹤0.01% 2506
2019
Q2 		$4K Buy
+151
New +$3.71K ﹤0.01% 2504

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return