Financial Management Professionals’s iShares Future AI & Tech ETF ARTY Stock Holding History

Financial Management Professionals’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
2023 Q3	–	Sell	-450	Closed	-$15K	–	1079
2023 Q2	$15K	Sell	450 -35	-7%	-$1.07K	﹤0.01%	471
2023 Q1	$15K	Hold	485	–	–	﹤0.01%	489
2022 Q4	$12K	Hold	485	–	–	﹤0.01%	472
2022 Q3	$12K	Hold	485	–	–	﹤0.01%	452
2022 Q2	$13K	Hold	485	–	–	﹤0.01%	451
2022 Q1	$17K	Hold	485	–	–	﹤0.01%	402
2021 Q4	$20K	Sell	485 -415	-46%	-$18.2K	﹤0.01%	338
2021 Q3	$38K	Buy	+900	New	+$39.4K	0.01%	266

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Financial Management Professionals's ARTY Position: Q3 2023 in Review

Financial Management Professionals sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2023, closing a stake of 450 shares — an estimated $15K sold.

Financial Management Professionals first reported a position in ARTY in Q3 2021 and held it in 8 quarters. The position peaked at $38K in Q3 2021. 123 funds tracked by Wall St. Rank hold ARTY as of Q3 2023.

Financial Management Professionals reported no remaining iShares Future AI & Tech ETF position as of Q3 2023 after selling out during the quarter.
Financial Management Professionals sold 450 iShares Future AI & Tech ETF shares in Q3 2023, an estimated $15K.
Financial Management Professionals first reported a position in iShares Future AI & Tech ETF in Q3 2021 and held it in 8 quarters.
Financial Management Professionals's iShares Future AI & Tech ETF position peaked at $38K in Q3 2021.
123 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.