Corient Private Wealth
ARTY

Corient Private Wealth’s iShares Future AI & Tech ETF ARTY Stock Holding History

Corient Private Wealth’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 		$613K Sell
13,185
-19,233
-59% -$965K ﹤0.01% 1920
2025
Q4 		$1.56M Buy
32,418
+16,855
+108% +$812K ﹤0.01% 1644
2025
Q3 		$713K Sell
15,563
-205
-1% -$8.81K ﹤0.01% 1598
2025
Q2 		$647K Sell
15,768
-2,318
-13% -$81.1K ﹤0.01% 1570
2025
Q1 		$569K Buy
18,086
+515
+3% +$19.1K ﹤0.01% 1540
2024
Q4 		$651K Sell
17,571
-8,187
-32% -$297K ﹤0.01% 1487
2024
Q3 		$882K Sell
25,758
-1,482
-5% -$49.2K ﹤0.01% 1463
2024
Q2 		$904K Buy
27,240
+10,446
+62% +$348K ﹤0.01% 1363
2024
Q1 		$577K Sell
16,794
-154
-0.9% -$5.18K ﹤0.01% 1562
2023
Q4 		$585K Buy
+16,948
New +$537K ﹤0.01% 1533

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HP
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WBG
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Ameriprise
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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