GJIA
ARTY

Glass Jacobson Investment Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Glass Jacobson Investment 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
Q1 		$584K Buy
12,550
+79
+0.6% +$3.96K 0.2% 108
2025
Q4 		$601K Sell
12,471
-2,561
-17% -$123K 0.22% 102
2025
Q3 		$688K Buy
15,032
+665
+5% +$28.6K 0.25% 99
2025
Q2 		$589K Buy
14,367
+1,706
+13% +$59.7K 0.23% 102
2025
Q1 		$469K Hold
12,661
– – 0.15% 147
2024
Q4 		$469K Buy
12,661
+716
+6% +$26K 0.15% 147
2024
Q3 		$409K Buy
11,945
+687
+6% +$22.8K 0.14% 161
2024
Q2 		$374K Buy
11,258
+1,080
+11% +$36K 0.14% 164
2024
Q1 		$350K Buy
10,178
+3,598
+55% +$121K 0.13% 165
2023
Q4 		$227K Buy
6,580
+863
+15% +$27.3K 0.09% 186
2023
Q3 		$175K Buy
5,717
+785
+16% +$25.3K 0.08% 216
2023
Q2 		$163K Buy
+4,932
New +$151K 0.07% 212
2022
Q4 		$112K Buy
+4,405
New +$111K 0.06% 255

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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