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

Congress 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
2025 Q2	$678K	Buy	+16,532	New	+$578K	0.01%	823

Other funds holding ARTY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Congress Wealth Management's ARTY Position: Q2 2025 in Review

Congress Wealth Management opened a new position in iShares Future AI & Tech ETF (ARTY) in Q2 2025: 16,532 shares worth $678K. The stake represents 0.01% of the portfolio and ranks #823 among its holdings.

235 funds tracked by Wall St. Rank hold ARTY as of Q2 2025.

Congress Wealth Management held 16,532 shares of iShares Future AI & Tech ETF worth $678K as of Q2 2025.
iShares Future AI & Tech ETF was a new Congress Wealth Management position in Q2 2025.
iShares Future AI & Tech ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #823 holding.
235 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.