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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Consolidated Portfolio Review Corp's ARTY Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2025, closing a stake of 14,665 shares — an estimated $671K sold.

Consolidated Portfolio Review Corp first reported a position in ARTY in Q1 2023 and held it in 11 quarters. The position peaked at $671K in Q3 2025. 316 funds tracked by Wall St. Rank hold ARTY as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining iShares Future AI & Tech ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 14,665 iShares Future AI & Tech ETF shares in Q4 2025, an estimated $671K.
Consolidated Portfolio Review Corp first reported a position in iShares Future AI & Tech ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's iShares Future AI & Tech ETF position peaked at $671K in Q3 2025.
316 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.