Global Wealth Strategies & Associates’s iShares Future AI & Tech ETF ARTY Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-156	Closed	-$7.26K	–	525
2026 Q1	$7.26K	Hold	156	–	–	﹤0.01%	337
2025 Q4	$7.52K	Hold	156	–	–	﹤0.01%	336
2025 Q3	$7.14K	Hold	156	–	–	﹤0.01%	315
2025 Q2	$6.4K	Hold	156	–	–	﹤0.01%	249
2025 Q1	$4.91K	Hold	156	–	–	﹤0.01%	319
2024 Q4	$5.78K	Hold	156	–	–	﹤0.01%	257
2024 Q3	$5.34K	Hold	156	–	–	﹤0.01%	237
2024 Q2	$5.18K	Hold	156	–	–	﹤0.01%	221
2024 Q1	$5.36K	Hold	156	–	–	﹤0.01%	222
2023 Q4	$5.38K	Hold	156	–	–	﹤0.01%	204
2023 Q3	$4.76K	Buy	+156	New	+$5.04K	﹤0.01%	207

Other funds holding ARTY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Antonelli Financial Advisors Grosse Pointe, Michigan $146M AUM 28.56% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return