CA
ARTY

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

CoreCap 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
Q2 		$46.5K Buy
611
+40
+7% +$2.65K ﹤0.01% 1434
2026
Q1 		$26.6K Hold
571
– – ﹤0.01% 1563
2025
Q4 		$27.5K Buy
571
+218
+62% +$10.5K ﹤0.01% 1562
2025
Q3 		$16.2K Hold
353
– – ﹤0.01% 1754
2025
Q2 		$14.5K Sell
353
-135
-28% -$4.72K ﹤0.01% 1724
2025
Q1 		$15.4K Hold
488
– – ﹤0.01% 1645
2024
Q4 		$18.1K Buy
488
+135
+38% +$4.91K ﹤0.01% 1572
2024
Q3 		$12.1K Sell
353
-30
-8% -$996 ﹤0.01% 1732
2024
Q2 		$12.7K Hold
383
– – ﹤0.01% 1017
2024
Q1 		$13.2K Buy
+383
New +$12.9K ﹤0.01% 1649

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
AFA
Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return