HHRDM
ARTY

H&H Retirement Design & Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

H&H Retirement Design & Management’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 		$1.66M Sell
26,400
-1,480
-5% -$74.3K 0.81% 27
2025
Q4 		$1.45M Buy
27,880
+1,673
+6% +$80.6K 0.74% 30
2025
Q3 		$1.29M Sell
26,207
-2,361
-8% -$101K 0.69% 30
2025
Q2 		$1.21M Buy
28,568
+1,784
+7% +$62.4K 0.66% 31
2025
Q1 		$776K Sell
26,784
-60
-0.2% -$2.23K 0.52% 41
2024
Q4 		$1.04M Sell
26,844
-4,090
-13% -$149K 0.63% 35
2024
Q3 		$1.1M Buy
30,934
+1,712
+6% +$56.8K 0.65% 38
2024
Q2 		$991K Buy
29,222
+3,273
+13% +$109K 0.61% 40
2024
Q1 		$827K Sell
25,949
-530
-2% -$17.8K 0.55% 44
2023
Q4 		$884K Buy
26,479
+687
+3% +$21.8K 0.56% 35
2023
Q3 		$780K Buy
25,792
+272
+1% +$8.78K 0.54% 29
2023
Q2 		$897K Sell
25,520
-327
-1% -$10K 0.6% 30
2023
Q1 		$788K Buy
+25,847
New +$763K 0.5% 30

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