GWP
ARTY

Gen-Wealth Partners’s iShares Future AI & Tech ETF ARTY Stock Holding History

Gen-Wealth Partners’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 		$65.9K Buy
1,417
+300
+27% +$15.1K 0.02% 370
2025
Q4 		$53.8K Buy
1,117
+338
+43% +$16.3K 0.02% 382
2025
Q3 		$35.7K Buy
779
+265
+52% +$11.4K 0.01% 419
2025
Q2 		$21.1K Sell
514
-823
-62% -$28.8K 0.01% 413
2025
Q1 		$42K Sell
1,337
-150
-10% -$5.56K 0.02% 349
2024
Q4 		$55.1K Buy
1,487
+1,192
+404% +$43.3K 0.02% 358
2024
Q3 		$10.2K Buy
295
+150
+103% +$4.98K ﹤0.01% 493
2024
Q2 		$4.81K Hold
145
– – ﹤0.01% 521
2024
Q1 		$4.98K Buy
+145
New +$4.88K ﹤0.01% 500

Other funds holding ARTY

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Northwestern Mutual Wealth Management
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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