CA
ARTY

Clearstead Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Clearstead Advisors’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 		$560 Hold
12
– – ﹤0.01% 2111
2025
Q4 		$580 Hold
12
– – ﹤0.01% 2296
2025
Q3 		$551 Hold
12
– – ﹤0.01% 2723
2025
Q2 		$493 Hold
12
– – ﹤0.01% 2491
2025
Q1 		$379 Hold
12
– – ﹤0.01% 2092
2024
Q4 		$446 Hold
12
– – ﹤0.01% 1989
2024
Q3 		$411 Hold
12
– – ﹤0.01% 1969
2024
Q2 		$399 Buy
+12
New +$400 ﹤0.01% 1949
2021
Q4 		– Sell
-1,801
Closed -$76K – 1452
2021
Q3 		$76K Buy
+1,801
New +$78.8K 0.01% 540

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HP
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
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