Core Wealth Advisors (Florida)’s iShares Future AI & Tech ETF ARTY Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-54	Closed	-$1.85K	–	256
2024 Q1	$1.85K	Hold	54	–	–	﹤0.01%	243
2023 Q4	$1.87K	Hold	54	–	–	﹤0.01%	241
2023 Q3	$1.65K	Buy	54 +38	+238%	+$1.23K	﹤0.01%	221
2023 Q2	$529	Buy	+16	New	+$491	﹤0.01%	227

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ARTY Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2024, closing a stake of 54 shares — an estimated $1.85K sold.

Core Wealth Advisors (Florida) first reported a position in ARTY in Q2 2023 and held it in 4 quarters. The position peaked at $1.87K in Q4 2023. 173 funds tracked by Wall St. Rank hold ARTY as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining iShares Future AI & Tech ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 54 iShares Future AI & Tech ETF shares in Q2 2024, an estimated $1.85K.
Core Wealth Advisors (Florida) first reported a position in iShares Future AI & Tech ETF in Q2 2023 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s iShares Future AI & Tech ETF position peaked at $1.87K in Q4 2023.
173 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.