HBW
ARTY

Hazlett, Burt & Watson’s iShares Future AI & Tech ETF ARTY Stock Holding History

Hazlett, Burt & Watson’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
2024
Q2 		– Sell
-1,030
Closed -$34.4K – 743
2024
Q1 		$35K Hold
1,030
– – 0.02% 379
2023
Q4 		$36K Hold
1,030
– – 0.02% 352
2023
Q3 		$31K Buy
+1,030
New +$33.2K 0.02% 365
2023
Q2 		– Sell
-75
Closed -$2K – 724
2023
Q1 		$2K Hold
75
– – ﹤0.01% 579
2022
Q4 		$2K Hold
75
– – ﹤0.01% 582
2022
Q3 		$2K Hold
75
– – ﹤0.01% 587
2022
Q2 		$2K Hold
75
– – ﹤0.01% 575
2022
Q1 		$3K Buy
+75
New +$2.68K ﹤0.01% 553

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hazlett, Burt & Watson's ARTY Position: Q2 2024 in Review

Hazlett, Burt & Watson sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2024, closing a stake of 1,030 shares — an estimated $34.4K sold.

Hazlett, Burt & Watson first reported a position in ARTY in Q1 2022 and held it in 8 quarters. The position peaked at $36K in Q4 2023. 173 funds tracked by Wall St. Rank hold ARTY as of Q2 2024.

  • Hazlett, Burt & Watson reported no remaining iShares Future AI & Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 1,030 iShares Future AI & Tech ETF shares in Q2 2024, an estimated $34.4K.
  • Hazlett, Burt & Watson first reported a position in iShares Future AI & Tech ETF in Q1 2022 and held it in 8 quarters.
  • Hazlett, Burt & Watson's iShares Future AI & Tech ETF position peaked at $36K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2024, filed 7 Aug 2024.