AF
ARTY

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

Affiance Financial’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
2023
Q1 		– Sell
-8
Closed -$204 – 430
2022
Q4 		$204 Buy
+8
New +$201 ﹤0.01% 428

Other funds holding ARTY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Affiance Financial's ARTY Position: Q1 2023 in Review

Affiance Financial sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2023, closing a stake of 8 shares — an estimated $204 sold.

Affiance Financial first reported a position in ARTY in Q4 2022 and held it in 1 quarter. The position peaked at $204 in Q4 2022. 87 funds tracked by Wall St. Rank hold ARTY as of Q1 2023.

  • Affiance Financial reported no remaining iShares Future AI & Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 8 iShares Future AI & Tech ETF shares in Q1 2023, an estimated $204.
  • Affiance Financial first reported a position in iShares Future AI & Tech ETF in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's iShares Future AI & Tech ETF position peaked at $204 in Q4 2022.
  • 87 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.