CCA
ARTY

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

Cora Capital 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 		$4.12M Buy
88,481
+8,559
+11% +$430K 1.36% 13
2025
Q4 		$3.85M Buy
79,922
+5,253
+7% +$253K 1.5% 14
2025
Q3 		$3.42M Buy
74,669
+21,111
+39% +$907K 1.45% 16
2025
Q2 		$2.2M Sell
53,558
-3,202
-6% -$112K 0.98% 21
2025
Q1 		$1.79M Buy
56,760
+22,144
+64% +$821K 0.86% 23
2024
Q4 		$1.28M Sell
34,616
-711
-2% -$25.8K 0.62% 27
2024
Q3 		$1.21M Buy
35,327
+190
+0.5% +$6.31K 0.6% 30
2024
Q2 		$1.17M Buy
35,137
+1,780
+5% +$59.4K 0.6% 31
2024
Q1 		$1.15M Buy
33,357
+7,140
+27% +$240K 0.61% 30
2023
Q4 		$904K Buy
26,217
+1,606
+7% +$50.9K 0.53% 36
2023
Q3 		$752K Buy
24,611
+3,345
+16% +$108K 0.5% 38
2023
Q2 		$703K Buy
21,266
+11,821
+125% +$363K 0.47% 41
2023
Q1 		$296K Buy
+9,445
New +$279K 0.22% 65

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