HWA
ARTY

Heartwood Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-587
Closed -$26.9K – 627
2025
Q3 		$26.9K Buy
+587
New +$25.2K ﹤0.01% 345

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Heartwood Wealth Advisors's ARTY Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2025, closing a stake of 587 shares — an estimated $26.9K sold.

Heartwood Wealth Advisors first reported a position in ARTY in Q3 2025 and held it in 1 quarter. The position peaked at $26.9K in Q3 2025. 316 funds tracked by Wall St. Rank hold ARTY as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares Future AI & Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 587 iShares Future AI & Tech ETF shares in Q4 2025, an estimated $26.9K.
  • Heartwood Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares Future AI & Tech ETF position peaked at $26.9K in Q3 2025.
  • 316 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.