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ARTY

Copperleaf Capital’s iShares Future AI & Tech ETF ARTY Stock Holding History

Copperleaf Capital’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
Q3 		– Sell
-23,350
Closed -$957K – 130
2025
Q2 		$957K Sell
23,350
-180
-0.8% -$6.29K 0.48% 57
2025
Q1 		$740K Buy
23,530
+1,641
+7% +$60.8K 0.44% 62
2024
Q4 		$811K Buy
+21,889
New +$795K 0.51% 54

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Copperleaf Capital's ARTY Position: Q3 2025 in Review

Copperleaf Capital sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2025, closing a stake of 23,350 shares — an estimated $957K sold.

Copperleaf Capital first reported a position in ARTY in Q4 2024 and held it in 3 quarters. The position peaked at $957K in Q2 2025. 278 funds tracked by Wall St. Rank hold ARTY as of Q3 2025.

  • Copperleaf Capital reported no remaining iShares Future AI & Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Copperleaf Capital sold 23,350 iShares Future AI & Tech ETF shares in Q3 2025, an estimated $957K.
  • Copperleaf Capital first reported a position in iShares Future AI & Tech ETF in Q4 2024 and held it in 3 quarters.
  • Copperleaf Capital's iShares Future AI & Tech ETF position peaked at $957K in Q2 2025.
  • 278 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.