Beacon Capital Management LLC (Tennessee)’s iShares Future AI & Tech ETF ARTY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-40	Closed	-$1.64K	–	1065
2025 Q2	$1.64K	Hold	40	–	–	﹤0.01%	929
2025 Q1	$1.26K	Hold	40	–	–	﹤0.01%	1012
2024 Q4	$1.49K	Hold	40	–	–	﹤0.01%	943
2024 Q3	$1.37K	Hold	40	–	–	﹤0.01%	1063
2024 Q2	$1.33K	Hold	40	–	–	﹤0.01%	914
2024 Q1	$1.37K	Hold	40	–	–	﹤0.01%	927
2023 Q4	$1.22K	Hold	40	–	–	﹤0.01%	848
2023 Q3	$1.32K	Hold	40	–	–	﹤0.01%	891
2023 Q2	$1.32K	Hold	40	–	–	﹤0.01%	891
2023 Q1	$1.25K	Hold	40	–	–	﹤0.01%	817
2022 Q4	$1.02K	Sell	40 -96	-71%	-$2.42K	﹤0.01%	884
2022 Q3	$4K	Sell	136 -40	-23%	-$1.09K	﹤0.01%	654
2022 Q2	$6K	Hold	176	–	–	﹤0.01%	626
2022 Q1	$6K	Buy	+176	New	+$6.28K	﹤0.01%	626

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s ARTY Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2025, closing a stake of 40 shares — an estimated $1.64K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ARTY in Q1 2022 and held it in 14 quarters. The position peaked at $6K in Q2 2022. 278 funds tracked by Wall St. Rank hold ARTY as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares Future AI & Tech ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 40 iShares Future AI & Tech ETF shares in Q3 2025, an estimated $1.64K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares Future AI & Tech ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares Future AI & Tech ETF position peaked at $6K in Q2 2022.
278 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.