BWM
ARTY

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

Bullock 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
2024
Q3 		– Sell
-465
Closed -$15.4K – 606
2024
Q2 		$15.4K Hold
465
– – 0.01% 321
2024
Q1 		$16K Buy
+465
New +$15.6K 0.01% 318

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bullock Wealth Management's ARTY Position: Q3 2024 in Review

Bullock Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2024, closing a stake of 465 shares — an estimated $15.4K sold.

Bullock Wealth Management first reported a position in ARTY in Q1 2024 and held it in 2 quarters. The position peaked at $16K in Q1 2024. 167 funds tracked by Wall St. Rank hold ARTY as of Q3 2024.

  • Bullock Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 465 iShares Future AI & Tech ETF shares in Q3 2024, an estimated $15.4K.
  • Bullock Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2024 and held it in 2 quarters.
  • Bullock Wealth Management's iShares Future AI & Tech ETF position peaked at $16K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2024.

Based on Bullock Wealth Management's 13F filing for Q3 2024, filed 24 Sep 2026.