CPRC
ARTY

Consolidated Portfolio Review Corp’s iShares Future AI & Tech ETF ARTY Stock Holding History

Consolidated Portfolio Review Corp’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
-14,665
Closed -$671K – 452
2025
Q3 		$671K Buy
14,665
+104
+0.7% +$4.47K 0.08% 231
2025
Q2 		$597K Buy
14,561
+318
+2% +$11.1K 0.08% 229
2025
Q1 		$448K Sell
14,243
-73
-0.5% -$2.71K 0.07% 238
2024
Q4 		$531K Buy
14,316
+112
+0.8% +$4.07K 0.08% 223
2024
Q3 		$486K Hold
14,204
– – 0.11% 192
2024
Q2 		$471K Sell
14,204
-537
-4% -$17.9K 0.11% 185
2024
Q1 		$506K Buy
14,741
+1,217
+9% +$40.9K 0.13% 158
2023
Q4 		$467K Sell
13,524
-1,863
-12% -$59K 0.11% 181
2023
Q3 		$470K Sell
15,387
-532
-3% -$17.2K 0.11% 174
2023
Q2 		$526K Sell
15,919
-941
-6% -$28.9K 0.13% 160
2023
Q1 		$529K Buy
+16,860
New +$498K 0.14% 151

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return