CAL
ARTY

Capital Analysts LLC’s iShares Future AI & Tech ETF ARTY Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-45
Closed -$2K – 1510
2025
Q3 		$2K Buy
+45
New +$1.93K ﹤0.01% 1390

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capital Analysts LLC's ARTY Position: Q4 2025 in Review

Capital Analysts LLC sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2025, closing a stake of 45 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in ARTY in Q3 2025 and held it in 1 quarter. The position peaked at $2K in Q3 2025. 316 funds tracked by Wall St. Rank hold ARTY as of Q4 2025.

  • Capital Analysts LLC reported no remaining iShares Future AI & Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 45 iShares Future AI & Tech ETF shares in Q4 2025, an estimated $2K.
  • Capital Analysts LLC first reported a position in iShares Future AI & Tech ETF in Q3 2025 and held it in 1 quarter.
  • Capital Analysts LLC's iShares Future AI & Tech ETF position peaked at $2K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2025.

Based on Capital Analysts LLC's 13F filing for Q4 2025, filed 11 Feb 2026.