Cerity Partners
ARTY

Cerity Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Cerity Partners’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 		$1.66M Buy
35,724
+6,617
+23% +$332K ﹤0.01% 1582
2025
Q4 		$1.4M Buy
29,107
+4,412
+18% +$213K ﹤0.01% 1538
2025
Q3 		$1.13M Buy
24,695
+2,277
+10% +$97.8K ﹤0.01% 1542
2025
Q2 		$919K Buy
22,418
+500
+2% +$17.5K ﹤0.01% 1555
2025
Q1 		$689K Buy
21,918
+9,334
+74% +$346K ﹤0.01% 1597
2024
Q4 		$466K Sell
12,584
-38
-0.3% -$1.38K ﹤0.01% 1804
2024
Q3 		$432K Sell
12,622
-1,078
-8% -$35.8K ﹤0.01% 1853
2024
Q2 		$455K Buy
+13,700
New +$457K ﹤0.01% 1588
2023
Q4 		– Sell
-8,213
Closed -$251K – 1901
2023
Q3 		$251K Buy
+8,213
New +$265K ﹤0.01% 1207

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LPL Financial
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HP
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WBG
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Ameriprise
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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